Call Today (626) 376-1230

Holiday Season

Dec 23, 2019

During this holiday season it is important to take a moment and acknowledge that no matter where we are in our retirement planning, we are joined together with gratitude at celebrating the beginning of a new year. We remain committed to working with you planning a...

A Growth Vehicle plus Guaranteed Income

Dec 16, 2019

This week’s article discusses something we don’t always focus on when it comes to our retirement objectives; we want both growth and income. While for sure we don’t want to lose any of our initial investment in whatever product we choose, we still want it to grow. A...

Silver is the New Green

Dec 9, 2019

When I saw the phrase “Silver is the new green” in this week’s article I knew I had to share the article with you. “Aging is”, as the article says, “an opportunity”, and “the changing landscape offers significant rewards for those with the foresight to adapt.” Part of...

Identifying Retirement Income Gaps

Dec 2, 2019

Commentary: This week’s article provides a budgeting exercise “to identify potential income shortfalls” so that you can think about what options you have to cover life’s unexpected expenses. Call us after you have taken a look so that we can discuss some choices you...

Game Ready

Nov 25, 2019

Commentary: “Just like many big life moments such as getting married, or expanding your family, you need a plan and check-ups along the way. Retirement is no different. Your financial health can use a check-up on the road to retirement. With the right tools and proper...

Family Ready

Nov 18, 2019

Commentary: Many think of a fixed indexed annuity only as it relates to themselves and as a way to obtain an income they can’t outlive in our retirement; but this week’s article tells us to be “Family Ready to celebrate all life can offer, with those who matter most....