
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
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Income Investors May Find Closed-End Funds on Sale
Do you know the differences between open-end and closed-end funds? This article compares the two.
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Indexed Annuities: A Strategy to Turn Savings into Retirement Income
Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
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New Fed Policy Suggests Low Rates for the Long Term
The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.
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Survivor Benefits Provide a Financial Lifeline
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.