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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.

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

The MyRA, the USARF & Cash Balance Plans

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

New & old concepts to address the retirement savings gap. How many 401(k)s have more than $100k in them? According to the Employee Benefit Research Institute (EBRI), the average 401(k) balance at the end of 2012 was $63,929.1 Is this enough money to retire on? No – and this is only part of America’s retirement [...]

The MyRA, the USARF & Cash Balance Plans2016-12-14T17:06:53-08:00

2014 IRA Deadlines Are Approaching

2016-12-14T17:06:54-08:00

Here is what you need to know for 2014. Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines.  *April 1 is the absolute deadline to take an initial IRA Required Minimum Distribution (RMD). *April 15 is the deadline for making annual contributions to a traditional [...]

2014 IRA Deadlines Are Approaching2016-12-14T17:06:54-08:00

Organizing Your Paperwork for Tax Season

2016-12-14T17:06:54-08:00

If you haven’t done it, now’s the time. How prepared are you to prepare your 1040? The earlier you compile and organize the relevant paperwork, the easier things may be for you (or the tax preparer working for you) this winter. Here are some tips to help you get ready: As a first step, look [...]

Organizing Your Paperwork for Tax Season2016-12-14T17:06:54-08:00

Why Does Family Wealth Fade Away?

2016-12-14T17:06:54-08:00

A lack of vision is often the answer to that question Many are the stories of family wealth lost. In the late 19th century, industrial tycoon Cornelius Vanderbilt amassed the equivalent of $100 billion in today’s dollars – but when 120 of his descendants met at a family gathering in 1973, there were no millionaires [...]

Why Does Family Wealth Fade Away?2016-12-14T17:06:54-08:00

Why 2014 May Be a Very Good Year

2016-12-14T17:06:55-08:00

More improvement may be in store for the economy & the stock market.  Will the economy & the bull market make further strides next year? On both Wall Street and Main Street, 2013 has turned out better than many analysts expected. Will the recovery gain additional momentum in 2014, and will stocks climb even higher? [...]

Why 2014 May Be a Very Good Year2016-12-14T17:06:55-08:00

Making Your Money Work Harder for Retirement

2016-12-14T17:06:55-08:00

Little things you could do that could help you leave work a little sooner. Little things matter. When planning for retirement, people naturally think about the big things – arranging sufficient income, amassing enough savings, investing so that you don’t outlive your money, managing forms of risk. All of this is essential. Still, there are [...]

Making Your Money Work Harder for Retirement2016-12-14T17:06:55-08:00

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