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
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 a special-needs child can be complicated, confusing, and even overwhelming.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Technology tips to make your next trip even better.
Ascertaining the value of your business is important for a variety of reasons.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
A collection of tips from professional travelers.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
There are a number of ways to withdraw money from a qualified retirement plan.
Here are five facts about Social Security that might surprise you.
Learn how to harness the power of compound interest for your investments.
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, cracking the code on bonds.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Estate conservation is too important to put off. Do you have a smart exit strategy?