Broker Check

Woodland Hills

5850 Canoga Avenue

Suite 400
Woodland Hills, CA 91367


What’s on our mind? You can read about it in our blog. We'll cover topics like Retirement, Investments, Social Security, Medicare, Tax, IRAs, College savings, Estate Planning. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Monday, September 13, 2021

Attached is our 2021 Last Chance Financial Checklist. We call this checklist "Last Chance" because it reminds us to look at some areas – like taxes, investments, health care, insurance, and retirement – that might need...

Saturday, March 13, 2021

The Tax Cuts and Jobs Act has made major changes to the tax code. It is important that you understand these changes to best plan your tax strategy going forward. The Tax Cuts and Jobs Act has brought the biggest tax overhaul in 30...

Thursday, March 11, 2021

You might assume it’s safer to keep your personal details—especially your Social Security number—off the internet. Actually, setting up a “my Social Security” account is an important step toward protecting...