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2447 Pacific Coast Hwy
Hermosa Beach, CA 90254

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(888) 888-8888

 
The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times Can Election Results Predict the Market? It May Be Time for a Financial Checkup

Understanding Today’s Financial Environment

Welcome, we are COMPANY, a financial professional in CITY, STATE. At COMPANY, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, financial goals and objectives.

We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 888-888-8888.

Building Relationships

Whether your needs are simple or complex, our staff stands ready to provide the highest level of personal and friendly service. Discover the ways we may be able to assist by visiting the links below. We look forward to building a great relationship with you.    

Helpful Content

Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

 

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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