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  Huntington Beach locally owned with over 25 years' retirement planning experience.

 Huntington Beach locally owned with
20 years retirement experience.
<h2><span style="color: #3366ff;">We're there for you</span></h2>



We help take the mystery out of preparing for the future. Your financial goals are unique. That's why we customize financial and retirement plans based on your personal needs. Do you have questions about: Retirement planning, 401(k) options, College Savings, Annuities, Mutual Funds, Life Insurance, Roth IRA's? We're here to help you!

Ken Earwood, President & Family

<strong>Retirement </strong><strong>Calculator</strong>

Retirement Calculator

Assess your retirement plan and how to potentially improve your retirement outlook

Retirement Calculator

401(k) Calculator

Compare employee contributions to after-tax Roth 401(k) and current tax-deductible 401(k)

401(k) Calculator

Annuity Calculator

Compare potential tax advantages of saving in annuity vs. account with yearly interest taxes

Annuity Calculator

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