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Financial Wizardy Cast Here!
-Securities Subject to Market Risk

10435 Rubio Avenue
Granada Hills, CA 91344

Phone:

(818) 363-2787

Fax:

(818) 363-3797

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Provides tips for managing rising food prices through smart shopping.

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Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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Use this calculator to estimate how much income and savings you may need in retirement.

How much will it cost to pay off a loan over its lifetime?

How much life insurance would you need to produce a sufficient income stream for your family?

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck