Financial Growth Management
A fee-only Orange County California Certified Financial Planner. As a financial advisor, we offer investment management, tax planning, and retirement solutions.
You may have heard the old fable about a boiling frog. The argument of the fable is that if a frog is put suddenly into boiling water, it will jump out, but if the frog is put in room temperature water which is then brought to a boil slowly, it will not perceive the danger …
Tax Planning Strategies for Retirement On Demand Webinar – Watch Now Do you know the future tax burden of your IRA, 401k, 403b, and 457 accounts? Are you prepared if taxes increase? Join us for this limited-time event where retirement planning experts will share the retirement tax planning strategies that can possibly help you save …
Susan, age 62, who has recently retired, wants to make sure that her investments are managed in such a way that the income from her investments can fund her current lifestyle, now that she is no longer receiving a salary. She also wants to find an advisor she can trust to manage the day-to-day aspects of investment management, so she can focus on things she enjoys doing.
Jeffrey and Katherine. Ages 52 & 48. Jeffrey and Katherine want to make sure that their investments are managed in such a way that the growth from their investments and the income from their current salaries will allow them to retire when Jeffrey reaches age 60. Jeffrey is an executive at an established, privately-owned technology company, and Katherine has recently re-entered the workforce.
