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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
A collection of tips from professional travelers.
Learn a little about worldwide currency in this fun infographic
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you know these three personal finance sayings?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What does your home really cost?