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.

Teach Your Children to Save for College

2016-12-14T17:07:05-08:00

Being part of the college planning process can be very educational for children, as it presents them with valuable financial lessons for the future. Children can earn money, learn about sources of financial aid, research potential colleges, and take other steps that may relieve their parents of some of the responsibility of college planning. Get [...]

Teach Your Children to Save for College2016-12-14T17:07:05-08:00

Ways the Middle Class Can Make a Difference for Charity

2016-12-14T17:07:07-08:00

You don’t need to be wealthy to make an impact and get a win-win. Do you have to make a multimillion-dollar gift to a charity to receive immediate or future financial benefits? No. If you’re not yet a millionaire or simply a “millionaire next door,” yet want to give, consider the following options which may [...]

Ways the Middle Class Can Make a Difference for Charity2016-12-14T17:07:07-08:00

Tax Deduction for Home Office

2016-12-14T17:07:08-08:00

The IRS just made taking a home office deduction that much easier. It recently announced a simple new option for tax years 2013 and forward. All taxpayers may now choose to calculate a home office deduction using a simplified “safe harbor” method. You just multiply the allowable square footage of qualified dwelling space you use [...]

Tax Deduction for Home Office2016-12-14T17:07:08-08:00
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