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Resources
Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs.
Would you like to speak to one of our representatives? Call Us At 310-677-9787
Our Specialized Services

Financial Services for Women
Women and men differ in what they want from their adviser. We understand what those differences are. Most women want their adviser to be concerned about all aspects of their lives, not just about their money.
Social Security Income Planning
Retirees looking for more income may discover a windfall by making a smart Social Security income election. The financial collapse of 2008 has resulted in historically low yields on fixed interest investments.

IRA/401K Distribution Planning
There are more mistakes made by advisors in the area of handling qualified money (IRA, 401K, 403B and 457 plans) than in any other area of the financial services arena.