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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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Calculators
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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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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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.