Personal Finance

Our Financial Advisors in Santa Clarita provide one-on-one personal finance strategies and Wealth Management 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.

Stock Market Outlook 2022

2021-12-27T16:21:24-08:00

Passing the Baton LPL Research Outlook 2022: Passing the Baton is designed to help you navigate the risks and opportunities over the rest of 2021 and beyond. While the economy continues to move forward, we’re still feeling some aftershocks of COVID-19 and the Delta variant. At the same time, 2021 also saw a resurgence [...]

Stock Market Outlook 20222021-12-27T16:21:24-08:00

Time for a Year End Financial Maintenance Check

2022-01-07T10:51:20-08:00

Perform this five-point inspection to help keep your retirement plan’s motor running smoothly Just like with a car, it’s a good idea to perform some annual maintenance on your retirement plan. Here’s a five-point inspection guide to help you continue to get good mileage out of your plan and ensure it stays reliable on [...]

Time for a Year End Financial Maintenance Check2022-01-07T10:51:20-08:00

Money Well Spent – Getting a Spending Plan Can Pay Off Big

2021-12-27T14:31:42-08:00

A fresh approach to spending can help put some sizzle in your retirement savings Despite all the budgeting and cash flow tracking apps available, many people still struggle to manage their spending habits on a daily basis. What if there was a simple blueprint you could follow that could help you manage the way [...]

Money Well Spent – Getting a Spending Plan Can Pay Off Big2021-12-27T14:31:42-08:00

Social Security Tips – Go to the Head of the Class

2021-10-05T15:14:10-07:00

Master these Social Security lessons to get a more realistic view of your retirement. According to Nationwide’s 8th Annual Social Security Consumer Survey, more than half of Americans express confidence that they know exactly how to optimize their Social Security benefits. However, only 6% actually understand all the factors that determine the maximum benefit [...]

Social Security Tips – Go to the Head of the Class2021-10-05T15:14:10-07:00

Cultivating a realistic budget can help you harvest a better financial future

2021-08-10T14:57:39-07:00

Spring is here and it’s time to think about growth potential—for both your garden and your journey toward financial wellness! The following steps can help you cultivate a budget that works for your life, so you don’t have to worry about falling short of your financial goals. Step 1: Sow Your Seeds Take the [...]

Cultivating a realistic budget can help you harvest a better financial future2021-08-10T14:57:39-07:00

Go Green – Help sustain the environment with these practical money-saving tips

2021-05-25T09:25:26-07:00

Here are some easy ways to protect the environment and improve your budget at the same time. Wash your clothes in cold water. They get just as clean, but without the energy needed to heat the water. Take shorter showers. Shaving even one minute off of your daily shower could save nearly a thousand [...]

Go Green – Help sustain the environment with these practical money-saving tips2021-05-25T09:25:26-07:00

Appetite For Risk – What is Your Investment Style?

2021-03-18T16:45:46-07:00

Many prospective investors eventually shy away from a commitment when they hear the dreaded “R” word: risk. By itself, risk is innocuous, carrying no special meaning or predictive result. But the idea that investing one’s money is not foolproof; that there are risks involved, and that a return is speculative — the very idea [...]

Appetite For Risk – What is Your Investment Style?2021-03-18T16:45:46-07:00

Switching Jobs? Managing Your Retirement Plan – IRA rollover and other options

2021-03-18T16:20:27-07:00

Changing jobs can impact your 401k retirement plan. To minimize disruptions to your contributions and the vested portion of your previous employer’s contributions, it’s important to understand the choices you may have when you make a career transition. We offer the following key considerations: Option 1: Stay Your previous employer may allow you to [...]

Switching Jobs? Managing Your Retirement Plan – IRA rollover and other options2021-03-18T16:20:27-07:00

How to Tally Your Social Security Benefits

2021-03-12T10:38:13-08:00

In an effort to save money, the Social Security Administration (SSA) stopped mailing annual statements nearly a decade ago. The yearly statements were helpful, as they helped workers estimate their Social Security benefits. Despite this lack of formal reporting, the SSA offers an online option, Retirement Calculator, where you can estimate your Social Security benefits. [...]

How to Tally Your Social Security Benefits2021-03-12T10:38:13-08:00

Are We Saving More? Impact of Global Pandemic

2021-03-12T09:20:50-08:00

One year ago, there was already troubling news about how little Americans had saved for retirement. Then the pandemic descended, multiplying those concerns. Local and national governments attempted to help with the immediate needs of citizens who, on a grand scale, suffered sudden job losses. The CARES Act paved the way for people to [...]

Are We Saving More? Impact of Global Pandemic2021-03-12T09:20:50-08:00
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