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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
The market is as unpredictable as the weather. We’d love to help you prepare.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
There are four very good reasons to start investing. Do you know what they are?
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
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 number of questions and concerns need to be addressed to help you better prepare for retirement living.
How do the markets usually react to elections? Was the 2016 election any different?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here’s a quick guide to checking to see if you have unclaimed money.
There are three things to consider before dipping into retirement savings to pay for college.