Welcome to our Web site, where you will find a wealth of information in the form of newsletter articles, calculators, and research reports in our library.
We created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement planning, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled financial planning professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning and to help you take a proactive approach to your personal financial situation. Our mission is to help clients take advantage of financial planning opportunities by providing them with three key tools:
1. A clear understanding of their financial goals.
2. A well-defined roadmap for achieving those goals.
3. Ongoing advice to help adjust their roadmap when their needs change.
My goal as a financial advisor professional is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, Our team can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation.
To preview a short video on Investing For The Future;
Click Here: http://youtu.be/NhYeH0FrMdA
For questions about your specific situation, or if you want more general information, drop us an email at Scott.Goldstein@LFG.com or call us at (818) 540-6980.
We are located in Greater Los Angeles and we are here to help!
Newsletters
-
Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
-
Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
-
Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
-
HOT TOPIC: Tax Season News and Survival Tips
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
Calculators
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.