We are a Financial Services Firm serving the needs of high net worth clients in the areas of investment strategies, retirement planning, tax strategies, estate planning, insurance, and business continuation programs. In addition, as financial advisers registered with Ameritas Investment Corp. (AIC), we also offer financial planning and investment advisory services. We have offices in Costa Mesa, CA, Daytona Beach, FL, Los Angeles, CA, Sacramento, CA, San Diego, CA and Wilmington, DE.

Long-Term Care Self Insurance
Will you be able to afford nursing home care?

Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Financial IQ Test
Take this quick quiz to find out your Financial IQ

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What Does a Fed Chairman Do?
The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

How Health-Care Expenses Could Affect Your Retirement Lifestyle
Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?

Are You Making These Cash Mistakes?
With interest rates at historic lows, what should you do with the money you save?

Measuring the Jobs Situation
Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

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