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Huntington Beach, CA 92649
(714) 840-9283 


 
Social Security: By the Numbers

Select your Life Stage below to learn more:

Getting Started: 20s & 30s

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Accumulation: 40s & 50s

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Distribution: 60s & Beyond

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We're there for you

We understand that everyone’s needs and goals are different. That’s why we customize your financial and retirement plan to meet your unique challenges. If you are unsure about 529 College Funds, Mutual Funds or Index Annuities - our personalized services help take the mystery out of preparing for your future. We always strive to provide the knowledge and support you will need through all your Financial Life Stages. We’re there for you.

 - Ken Earwood, President 

Helpful Content

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

 

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

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