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.
CLICK HERE to check out the DOW JONES index.
Considering buying a home and want to know what your monthly payments would be? CLICK HERE to see a mortgage calculator.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
You’ve made investments your whole life. Work with us to help make the most of them.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Technology tips to make your next trip even better.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Couples may be able to head off many of the problems in a marriage that money can cause.
Apps that help small business owners better manage and grow their business.
There’s a link between debt and stress.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Are you ready for retirement? Here are five words you should consider.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The market is as unpredictable as the weather. We’d love to help you prepare.
With alternative investments, it’s critical to sort through the complexity.