Welcome to Financial Network. We are a group of professional financial planners who work together, yet independently. Here’s how our arrangement works, and best benefits you.
Each of us works with clients for whom we are individually responsible, but we share research and ideas on a continuous basis, both informally and through periodic meetings. Our combined knowledge delivers benefits to all of our clients.
One of the greatest concerns that we face is that the ongoing top level of service continue should one of us become incapacitated or die. This concern, in fact, was what led us to form our strategic alliance in the first place. Moving forward in the hopes that this not be the case for a very long time, we have each signed agreements that provide for the uninterrupted and seamless management of our practices by the others. What this means is that your investment planning and advisory services will remain in the capable hands of professional and experienced managers. A security net for us, but more importantly, this can represent continuity for you.
Each one of us is available for consultation at your convenience when the need arises. As long-term partners working together, we are eager to review your financial situation.
What binds us together is that we all entered the financial services industry because we care. We care about helping people secure a future for themselves and their families. We care about our fellow entrepreneurs who have worked hard to create value in their lives and those that they touch. We are business owners, and reliability is of paramount importance to us.
Please Contact us today and see how our arrangement can work for you.
Click Here for Market Commentary
3807 Wilshire Boulevard Suite 1040 Los Angeles, CA 90010 (213)385-6237
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
These food myths will really put a drain on your wallet.
Here’s a guide to explain all the parts of Medicare.
A collection of tips from professional travelers.
Tips on insuring your teen driver.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
What does your home really cost?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The decision whether to buy or rent a home may have long-term implications.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.