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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The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Saving for College 101
Here’s a crash course on saving for college.
How to help determine life insurance needs to provide for your family after you pass away.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Is your estate in order? This short quiz may help you assess your overall strategy.
One way to find money is to examine your current spending habits and eliminate money wasters.
Why have the markets been so volatile recently?
It sounds simple, but paying yourself first can really pay off.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.