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.

Don’t Know Where You’re Heading? Any Road Will Take You There.

2017-10-24T21:14:20-07:00

Having a personal plan is the critical first step to organizing your finances and financial planning. Financial planning may seem daunting, if all you've ever done is pay bills and manage a checkbook. But personal planning is really, the first step to organizing your financial affairs and depends more on common sense than [...]

Don’t Know Where You’re Heading? Any Road Will Take You There.2017-10-24T21:14:20-07:00

Would You Rather have $1 Million or $5,000 a Month to Retire?

2017-10-09T15:44:24-07:00

Choosing between these values is all about your perspective.   Some people view having $1 million in the bank as more valuable than having an income of $5,000 per month. However, both values are roughly equivalent. This example illustrates what behavioral researchers call the illusion of wealth and the illusion of poverty.1 It [...]

Would You Rather have $1 Million or $5,000 a Month to Retire?2017-10-09T15:44:24-07:00

Analyzing a Company’s Stock

2017-10-24T21:35:00-07:00

What makes a company a good investment? Investment professionals consider several factors when they're selecting companies to include in a stock portfolio. Here are some of the criteria they're likely to use when analyzing a company. A Company's Finances A strong financial position on the part of the issuing company can make [...]

Analyzing a Company’s Stock2017-10-24T21:35:00-07:00

Brush Up on Your IRA Facts

2017-10-24T21:44:38-07:00

If you are opening an (Individual Retirement Account) IRA for the first time or need a refresher course on the specifics of IRA ownership, here are some facts for your consideration. IRAs in America IRAs continue to play an increasingly prominent role in the retirement saving strategies of Americans. According to the Investment [...]

Brush Up on Your IRA Facts2017-10-24T21:44:38-07:00

Avoid These Financial Traps – They May Be Hazardous to Your Wealth

2017-08-17T22:10:21-07:00

Avoid these financial traps and save yourself money and stress in the long term. Money. It's hard to get and easy to lose. It doesn't take long for the wealth you've accumulated to disappear if you don't manage your money well or have a plan to protect your assets from sudden calamity. Snares like the [...]

Avoid These Financial Traps – They May Be Hazardous to Your Wealth2017-08-17T22:10:21-07:00

401(k) Decisions – You Can Take It With You

2017-08-09T19:16:12-07:00

Still have money in a 401(k) at an old job? If you are preparing to change jobs, do you know what your choices are for managing the money in your current employer's 401(k) or retirement plan? Although many people choose to take a cash distribution, there are other options that may benefit you more. [...]

401(k) Decisions – You Can Take It With You2017-08-09T19:16:12-07:00

The Value of Time

2017-09-05T15:15:23-07:00

Will you regret not fully understanding the value of time? When recent retirees are asked whether they would have done anything differently about their retirement planning process, many say they wish they’d started sooner. The mistake that people at all income levels make with retirement accounts is not starting at a younger age. [...]

The Value of Time2017-09-05T15:15:23-07:00

7 Baby Steps To Reach Your Retirement Savings Goals

2017-07-06T15:59:50-07:00

Feeling overwhelmed thinking about your retirement savings? Babies crawl before they can walk. Their first step is the most important -- it is the beginning of a lifetime journey.  If you know you should begin saving and investing for retirement, don't worry about making a giant leap forward. Taking one small step toward [...]

7 Baby Steps To Reach Your Retirement Savings Goals2017-07-06T15:59:50-07:00

10 Daily Rituals Most Millionaires Have In Common

2017-07-24T17:54:22-07:00

If it was easy, everyone would do it. If it was easy to earn at least one million dollars, everyone would do it. As those who have joined the ultra-desirable millionaire club can undoubtedly attest to, earning and saving that much money takes time, commitment, discipline, and a careful focus on dollars and [...]

10 Daily Rituals Most Millionaires Have In Common2017-07-24T17:54:22-07:00

Investing in Your Career

2017-06-26T16:25:31-07:00

Your biggest financial asset is your ability to earn a paycheck. With all the attention and occasional hand-wringing over the retirement savings gap facing millions of Americans, one observation often goes unmentioned: your biggest financial asset, or at least one of your biggest assets, is your ability to earn a living. That is [...]

Investing in Your Career2017-06-26T16:25:31-07:00
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