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

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Planning for Special Needs Children

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

 

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

The Best Apps in Travel

Technology tips to make your next trip even better.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

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?

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

View all articles arrow

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.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Power of Compound Interest

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

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

View all videos arrow