Understanding Today’s Financial Environment
Welcome, we are Edward Oxford and Roberto Guzman, financial consultants in Cerritos, California. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (562) 741-3670.
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Considering buying a home and want to know what your monthly payments would be? CLICK HERE to see a mortgage calculator.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Saving for College 101
Here’s a crash course on saving for college.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Do you have an estate strategy? You should.
What’s the deal with your yearly free credit report?
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Apps that help small business owners better manage and grow their business.
There are four very good reasons to start investing. Do you know what they are?
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator shows how inflation over the years has impacted purchasing power.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
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.
A bucket plan can help you be better prepared for a comfortable retirement.
How will you weather the ups and downs of the business cycle?
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, cracking the code on bonds.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Making the most of surprises is a great reason to work with us.