Strategic Benefits for Today and Tomorrow
Helping Families and Business Owners in Southern California Since 1975 Our Services Are: *Annuities *Life Insurance *Individual and Group Health Insurance *Disability Income Insurance *Long Term Care Insurance *Retirement & Pension Planning
Newsletters
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Pension or Lump Sum: Which Should You Choose?
Do you know the key factors to consider if offered an option to take a lump sum in lieu of a pension? Read this article to find out.
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Women Face Challenges in a Post-Pandemic World
As the COVID-19 crisis eases its grip on the economy, here are some ideas to help women reexamine their retirement planning strategies.
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Asset Protection: Make Sure Your Umbrella Is Big Enough
While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection.
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Four Things Investors Should Know About Stock Splits
If you’ve wondered what stock splits are and what effect they might have on your investment portfolio, this article covers the basics.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.