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.

Start Your New Year with a Financial Review

2016-12-14T17:05:46-08:00

As you plan for the year ahead, is an investment checkup leading your list of resolutions? Taking time for a detailed financial review -- including retirement planning, college savings, and your tax situation -- may help you progress toward your long-term goals. Consider the following items as part of your checkup: Capitalize on tax reductions. [...]

Start Your New Year with a Financial Review2016-12-14T17:05:46-08:00

Vacation Value

2016-12-14T17:05:59-08:00

Getting value may not be your first priority when planning a vacation, but it’s probably an important consideration. With some planning, you can have a great time and still avoid breaking your budget. Here are just a few tips to remember when planning your vacation: Plan ahead and book your transportation and accommodations well in [...]

Vacation Value2016-12-14T17:05:59-08:00

Beyond Retirement: What About Your Other Financial Goals?

2016-12-14T17:05:59-08:00

In addition to saving for retirement, there may be several other major financial goals you'll need to juggle in a lifetime. Let's say that at the age of 25 you earned $35,000. If your salary increased at the average historical rate, you'd have earned nearly $2 million in total by the time you were 65.¹ [...]

Beyond Retirement: What About Your Other Financial Goals?2016-12-14T17:05:59-08:00

What Are the Benefits and Drawbacks of Putting My House in My Child’s Name?

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

There are several reasons why homeowners may be tempted to put their house in a child's name. However, it's important to understand the risks that come with this strategy. Altruism Altruism may be the most obvious reason to transfer a home to a child. By giving a home to a younger family member, you can [...]

What Are the Benefits and Drawbacks of Putting My House in My Child’s Name?2016-12-14T17:06:00-08:00

Advance Directives: Planning Ahead for Your Own Care

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

Although the thought may not be pleasant, you may someday face a sudden health crisis that leaves you unable to make your own medical decisions. Fortunately, there is a legal means, known as an advance directive, to address this potential concern. An advance directive is a written statement that you complete prior to a serious [...]

Advance Directives: Planning Ahead for Your Own Care2016-12-14T17:06:00-08:00

Using CRUTs & CRATs to Sell Your Business Interest

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

These estate planning tools may also help in exit planning. Discover a pair of underappreciated exit planning vehicles. Charitable remainder unit trusts (CRUTs) and charitable remainder annuity trusts (CRATs) are commonly seen as estate planning tools. What frequently goes unseen is their value in exit planning for business owners. Does it look like you will [...]

Using CRUTs & CRATs to Sell Your Business Interest2016-12-14T17:06:00-08:00

Pension Plans & Derisking

2016-12-14T17:06:01-08:00

Corporations are transferring pension liabilities to third parties. Where does this leave retirees? A new phrase has made its way into the contemporary financial jargon: derisking. Anyone with assets in an old-school pension plan should know what that phrase signifies. The derisking trend began in 2012. In that year, Ford Motor Co. made a controversial [...]

Pension Plans & Derisking2016-12-14T17:06:01-08:00

What’s Your Financial Health Score?

2016-12-14T17:06:01-08:00

Developing a better budgeting process may be the biggest step toward that goal. Where does your money go? If you find yourself asking that question from time to time, it may relate to cash flow within your household. Having a cash flow management system may be instrumental in restoring some financial control. It is harder [...]

What’s Your Financial Health Score?2016-12-14T17:06:01-08:00

Getting Your Household Cash Flow Back Under Control

2016-12-14T17:06:02-08:00

Developing a better budgeting process may be the biggest step toward that goal. Where does your money go? If you find yourself asking that question from time to time, it may relate to cash flow within your household. Having a cash flow management system may be instrumental in restoring some financial control. It is harder [...]

Getting Your Household Cash Flow Back Under Control2016-12-14T17:06:02-08:00

4 Money Blunders That Could Leave You Poorer

2016-12-14T17:06:03-08:00

A “not-to-do” list for the new year & years to follow. How are your money habits? Are you getting ahead financially, or does it feel like you are running in place? It may come down to behavior. Some financial behaviors promote wealth creation, while others lead to frustration. Certainly other factors come into play when [...]

4 Money Blunders That Could Leave You Poorer2016-12-14T17:06:03-08:00
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