Investments

*Disclaimer: Any Information found on website is for education purposes and is not tailored to the investment needs of any specific investor. Investing involves risk, including risk of loss. 

The world of investing can be a challenge especially if you don’t know where to start or the rules of the game.

Let us teach you how investments work and lead you to control your financial life. 

“An Investor’s worst enemy is not the stock market but his own emotions” – Warren Buffet

Investment Solutions

We can help you design, implement and understand your investments for your 401k, 403b, IRA or rollover account. 

Our investment solutions are customized based on your goals. We review the following carefully: 

  • Risk Tolerance 
  • Investment Objective 
  • Time Horizon
  • Budget 

After we make investment recommendations that best fits you. 

Ideology . . . 

  1. Understanding your financial plan
  2. Diversification – Helps protect your investments from potential nonsystematic risks.
  3. Patience & Discipline – Its a long term goal and will take time so must keep consistent with your financial plan even when your portfolio falls in value. This is greatly explained as dollar cost average and helps buy more items when the price drops on a stock. 
  4. Risk and Return – the riskier your investment the higher the return or the greater the loss. 

Give us a call or fill out the form today for a free consultation. 

Note: We are currently registered to conduct business in California and Texas (if you are in a different state we can still help you). We are located in Downey CA 90242 and are able to do in person investment and life insurance consultation for these areas Los Angeles County (Paramount, Norwalk, South Gate, Inglewood), Orange County, San Bernardino County and San Diego County. For areas that are farther or if convenient consultation can be conducted over zoom.us. 

 

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News & Blog

Media Information

IRA - individual retirement account tax advantages for retirement Protect Assets Today Downey CA 90242

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September 18, 2020

How does an IRA work?

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