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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HOT TOPIC: Should You Worry About Market Volatility?
On August 5, 2024, the S&P 500 dropped 3% from its previous close but bounced back quickly. This article explains why investors would be wise to tune out the noise of market volatility.

HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.

HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.

Birthday Benefits Quiz
This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.

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