Comprehensive Wealth Management focuses on investment management and helping clients know how to retire and when to retire. Our financial advisors help clients with financial planning, estate planning, and pension plan design. We are located in greater Los Angeles and have clients throughout Southern California, including Ventura, Los Angeles, Orange, San Diego, San Bernardino and Riverside Counties.
By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, we maintain a constant commitment to putting service first.
We can help you define your long-term investment objectives and build a personalized investment portfolio designed to achieve them. We recognize the importance of getting to know you – your financial needs, your financial goals and your lifestyle.
We look forward to working with you and your family.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
What to Look for in a Long-Term-Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Bonds may outperform stocks one year only to have stocks rebound the next.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
What does your home really cost?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Have you explored all of your choices when it comes to managing your taxable income?
Your credit score is a vital part of your financial health. Understand how it works.
Women are great at multi-tasking. But many drop the ball when preparing for retirement