Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.
For a COMPLIMENTARY, NO OBLIGATION Financial Check-Up , contact Francis Franco (818)468-8227
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Five creative (and inexpensive) ideas for motivating your employees.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Military families face unique challenges, making personal finance even more critical.
How long does a $20 bill last?
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Are Real Estate Investment Trusts right for your portfolio?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.