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Our Financial Advisors in Santa Clarita provide Wealth Management and Financial Planning services to select families, business owners and professional entertainers and athletes. Our Financial Advisors in Southern California are experts in helping individuals and businesses with financial planning and investment advice. Clients benefit from our financial advice in not only protecting their financial assets but growing them over time with our unique Advance and Protect Financial Strategies.
Our Private Wealth Management services for high net worth individuals encompassing financial planning, estate planning and tax strategies.

Partnerhip Plans For Long Term Care

2016-12-14T17:06:32-08:00

Many states are assisting their residents to buy LTC insurance. Protect Your Assets A helping hand for a pressing need. With the baby boom generation maturing, numerous studies and articles have pointed out the rising need for long term care. Some state governments have directly responded to it. Now, many states have created [...]

Partnerhip Plans For Long Term Care2016-12-14T17:06:32-08:00

How LTC Insurance Can Help Protect Your Assets

2016-12-14T17:06:50-08:00

Create a pool of healthcare dollars that will grow in any market.  Protect Your Assets How will you pay for long term care? The sad fact is that many people don’t know the answer to that question. But a solution is available. As baby boomers leave their careers behind, long term care insurance [...]

How LTC Insurance Can Help Protect Your Assets2016-12-14T17:06:50-08:00

US Energy Renaissance – Van Eck Global

2016-12-14T17:06:50-08:00

In this video, we demystify the US Energy Renaissance theme with Shawn Reynolds, the portfolio manager of the Van Eck Global Hard Assets Fund, to provide insight into US Energy production, fracking, and where to find opportunities. Want to learn more about the Energy Renaissance?   2014 Investment Outlook [...]

US Energy Renaissance – Van Eck Global2016-12-14T17:06:50-08:00

Why Do We Save So Little?

2016-12-14T17:06:51-08:00

What’s good for the economy isn’t necessarily good for our future. Provided by Virtue Wealth Management Our parents & grandparents saved much more than we do. Most people who have read up on the economy for any length of time have heard of the personal saving rate (PSAVERT), which the Commerce Department calculates as the [...]

Why Do We Save So Little?2016-12-14T17:06:51-08:00

Hanging on Through the Turbulence

2016-12-14T17:06:52-08:00

Patience & diversification matter in all manner of stock market climates. Stocks rise, fall ... and rise again. Volatility certainly came back to Wall Street during the first several weeks of 2014 in the form of a 7.2% descent for the Dow Jones Industrial Average and a 5.9% retreat for the NASDAQ. The declines gave [...]

Hanging on Through the Turbulence2016-12-14T17:06:52-08:00

Retire at 65 … Or Not?

2016-12-14T17:06:52-08:00

Your assets matter more than your age. Isn’t 65 the traditional retirement age? Perhaps, but baby boomers are modifying the definition of a traditional retirement (if not redefining it altogether). The Social Security Administration has subtly revised its definition of the traditional retirement age as well. If you glance at the SSA website, the “full” [...]

Retire at 65 … Or Not?2016-12-14T17:06:52-08:00

WHAT TO BRING TO A MEETING WITH A FINANCIAL ADVISOR

2016-12-14T17:06:53-08:00

Crucial questions & essential documents. The financial planning process is not merely a matter of numbers. When you meet with a financial advisor to map out a strategy for wealth accumulation or wealth preservation, you may find yourself intellectually and emotionally engaged on a level you hadn't anticipated. It may actually give you a better [...]

WHAT TO BRING TO A MEETING WITH A FINANCIAL ADVISOR2016-12-14T17:06:53-08:00

Wise Decisions with Retirement in Mind

2016-12-14T17:06:53-08:00

Certain financial & lifestyle choices may lead you toward a better future. Some retirees succeed at realizing the life they want, others don’t. Fate aside, it isn’t merely a matter of stock market performance or investment selection that makes the difference. There are certain dos and don’ts – some less apparent than others – that [...]

Wise Decisions with Retirement in Mind2016-12-14T17:06:53-08:00
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