Retirement

Our Financial Advisors provide unrivaled retirement planning experise in Santa Clarita and across the US for our Wealth Management and Financial Planning clients. Our retirement planning clients include 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. Employees and retirement plan participants benefit from our fun and informative on-site seminars. 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.

The Three Buckets Principle

2022-08-08T07:04:37-07:00

"I tell all my clients about the 3 buckets of financial planning." #1 - Emergency Have at least 3 months of savings set aside. This money should not be touched except for emergencies and should be held in a separate savings account, NOT your checking account. It is there for emergencies and to keep [...]

The Three Buckets Principle2022-08-08T07:04:37-07:00

Determining if it Makes Sense to Move or Remodel

2022-07-01T13:58:49-07:00

If you already own your home or have significantly paid down your mortgage, your first instinct might be to make it larger or more efficient. But you must weigh the time, expense, and inconvenience of remodeling against the pricier options of buying and building. Whichever choice you make, ensure you understand the available financing [...]

Determining if it Makes Sense to Move or Remodel2022-07-01T13:58:49-07:00

Moving Back in With Parents After Living Independently

2022-06-22T09:43:24-07:00

Baby Boomers and Their “Boomerang” Children In recent years, many Baby Boomers have witnessed a growing trend: Their children are moving back home after graduating from college. I have many clients facing this right now. In part, the return of the “boomerang” children to the nest may be due to the high cost of [...]

Moving Back in With Parents After Living Independently2022-06-22T09:43:24-07:00

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

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

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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