CONNECT

Address:

2209 N. Lakewood Boulevard
Long Beach, CA 90815

Phone:

562-597-7231

Investment-Related E-mail Address:
Tax-Related E-mail Address:

Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

We'll help you execute a sound financial program utilizing the following products and services.

 

 

Investments

We help clients understand the dynamics of asset allocation when investing in the market, through the insight of random probability of an expected return (reward) that is influenced by time horizon; tolerance of risk and volatitily.

We'll determine your asset allocation needs, helping you understand your risk tolerance, then recommend the appropriate investment vehicles to help you reach and exceed your goals.

  • Fee-based asset management services

  • Mutual Funds

  • Variable, Indexed and Fixed Annuities

Retirement Planning

Let's make the most of your retirement years.  Enjoy life.  We'll help determine how much assets you need to retire comfortably, and manage those  assets before and during retirement. 

  • Traditional IRA

  • Roth IRA

  • Rollover IRA

  • SEP IRA

  • Simple plans

  • 401(k) plans

  • Pension/Profit sharing plans

Insurance

We'll review your exposure to loss and make appropriate recommendations by finding the best policy for your situation.  If you have in-force insurance policy, we'll review your policies and recommend changes, if changes are needed. 

  • Group medical insurance with Kaiser Permanente

  • Term and whole life insurance

  • Long term care insurance

  • Insurance needs analysis

Estate Planning

Establishing a will and trust is a very important aspect of preserving your estate for you, your surving spouse and your intended heirs. We help with beneficiary designations, reducing exposure to estate taxes and probate costs. We'll coordinate with your legal advisors to establish the proper estate planning vehicles so that you can be assured your wishes are honored.

  • Business ownership succession planning

  • Charitable remainder trusts

  • Revocable and irrevocable trusts

Education Planning

Recommending investment and accumulation strategies to help pay for your children's or grandchildren's education. 

  • 529 plans

  • Coverdell education IRAs

Income Tax

It is paramount that we develop a comprehensive plan that, also, takes into consideration your tax burden now, and in the future.  If a wealth-building plan ignores potential increased tax burdens, then it may take much longer to reach your financial goals.

  • Individual and business income tax consulting and preparation

  • Estate and Trust tax consulting and preparation

  • Tax representation

Accounting

If you own an, established, small business that's in need of write-up and tax guidance, we're here for you.  Our staff talented and dedicated staff is careful to meet your needs.      

  • Small business accounting and payroll services

  • Business reporting agency returns

  • Business advisory services

Let's start the plan.