140 S. Lake Ave., Suite 351 Pasadena, CA 91101  Ph. 818-244-6986 Fax 818-436-4682

RETIREES: We help create retirement income plans focused on helping retirees maintain their lifestyle, manage distributions and taxes and preserve and protect their wealth.

INDIVIDUALS: Our mission is to help people develop a strategic, in-depth plan that can help them with the financial issues that affect their lives. Whether planning for education, future retirement, or the unique needs of retirees, we create a personalized plan for each client. Using that blueprint, we help our clients build an investment strategy based on their financial goals.

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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.

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Four Reasons to Review Your Life Insurance Needs
This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances.

Following the Inflation Debate
See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021’s price increases will last.

HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information
This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data.

A More Affordable Life Insurance Solution
Thinking of letting your life insurance policy expire? Learn about survivorship life, which may be more affordable for older consumers.

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