Broker Check
18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

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

Supervisory Office:

3807 Wilshire Boulevard Suite 1040 Los Angeles, CA 90010 (213)385-6237


Helpful Content

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

 

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

View all articles arrow

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

Surprises

Making the most of surprises is a great reason to work with us.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

View all videos arrow