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Welcome to our Web Site, where you'll find a wealth of information in the form of newsletters, articles, calculators, and research reports.

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Have you done any serious planning for your retirement?  Whether you are already in retirement, approaching retirement, or viewing retirement from several years away, having an organized strategy is critical.

Today, people are living 20, 30 and even 40 years in retirement.  Interestingly, many of them have no idea what it takes to maintain their retirement savings through that period.  The main concern people have in retirement is, if they will run out of money?  This new service we are offering to you provides a detailed look at your retirement income needs based on current budget and assets earmarked for retirement. This new income analysis service will address questions such as:

  • Can I continue my present standard of living into my retirement years?
  • When can I retire without running out of money?
  • How could my situation change during turbulent economic times?
  • How would it affect my family if I die prematurely?
  • How would it affect my family if I enter a nursing facility?
  • What are the possible solutions if my situation changes?

Using a specialized software program we will give you specific answers to the above questions on a “year by year” basis, not only before and into retirement, but for 35 years beyond retirement. This is a customized overview of your entire retirement picture taking age, retirement dates, spending habits, rates of return, inflation and social security benefits into consideration.

We would like to take this opportunity to invite you to make an appointment to view this informative analysis. I am looking forward to meeting with you.

If you are ready to take control of your retirement click here to contact us.

We hope your visit to our office and our Web Site will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We created this Web Site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

This site is only for residents of CA.