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As financial advisors in Pasadena, CA, we specialize in income spending, retirement planning and alternative investments. Get unbiased answers from a team you can trust.
Contact us to start a conversation about your financial needs.
Discover Your Money Mind
Your Money Mind® is determined by how you think and feel about money. Start the exercise now.
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Guidance Driven Investing
We engage in a collaborative process that takes the guesswork out of investing.
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Helpful Content
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.