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.

Indefinitely working from home? Use this opportunity to save money.

2022-06-17T12:20:10-07:00

The pandemic caused many people to work from home, and some companies do not plan to return to office-based work until this summer, if ever. While you may view this as a mixed blessing, you can capitalize on the situation to save money for your short- and long-term goals. Your savings might not stem [...]

Indefinitely working from home? Use this opportunity to save money.2022-06-17T12:20:10-07:00

Strategies to protect your nest egg

2022-06-16T14:46:33-07:00

Having a strategy to protect your assets is essential to long term financial success. You’ve worked hard to build your nest egg. But what if a life event caused you to deplete your savings so you could no longer afford to live how you wanted? "Erick, we did it! We’re DONE!” My clients were nearing [...]

Strategies to protect your nest egg2022-06-16T14:46:33-07:00

Breaking Down the Real Costs of Purchasing a Home

2022-06-09T14:31:02-07:00

Before you start searching for a home, understand how much money you’ll really need. Home ownership has several advantages over renting, including lower monthly payments, deductible mortgage interest, and the accumulation of equity. But there is a definite price to pay for these benefits, including the expenses we detail here. The biggest spend is [...]

Breaking Down the Real Costs of Purchasing a Home2022-06-09T14:31:02-07:00

Munis Offer Compelling Relative Value Over Corporate Credit

2022-06-01T19:13:53-07:00

Municipal Bonds Offer Compelling Value Over Corporate Credit The national municipal market has been under the same price pressures as the fixed coupon taxable markets this year as markets have aggressively repriced faster interest rate hikes from the Federal Reserve (Fed). Adding to these price pressures however has been the liquidation of nearly 5% [...]

Munis Offer Compelling Relative Value Over Corporate Credit2022-06-01T19:13:53-07:00

Spend Your Money with Intention – Creating a Spending Plan

2022-06-01T09:25:19-07:00

Did You Tell Your Money What to Do? Learn how to spend your money with intention with a Spending Plan. Couples are made up of a saver…and a spender. Which one are you? The saver LOVES the idea of a budget. The spender calls them a party-pooper. The spender hates the idea of a [...]

Spend Your Money with Intention – Creating a Spending Plan2022-06-01T09:25:19-07:00

Considerations When Buying Your First Home.

2022-05-03T07:04:22-07:00

Purchasing your first home is a tremendous financial commitment. There are a number of factors to consider before signing off on that long-term mortgage.   So, you’re looking to purchase your first home. Congratulations! It’s an exciting time, creating a safe and secure home for yourself (and perhaps family) while building equity in a [...]

Considerations When Buying Your First Home.2022-05-03T07:04:22-07:00

Everything’s Better With Bacon

2022-02-16T06:57:40-08:00

It even makes understanding inflation easier. “Bacon’s the best. Even the frying of bacon sounds like applause. Bacon bits are like the fairy dust of the food community.” – Jim Gaffigan Let’s face it: talking about bacon is always fun. It can even help illustrate a topic that has been in the financial media [...]

Everything’s Better With Bacon2022-02-16T06:57:40-08:00
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