We specialize in helping you create and maintain a realistic retirement income strategy:

 

(949) 265-1086

thomas.scott@lpl.com

 

  • Have you determined where your retirement income is coming from?
  • How much of your retirement savings can you afford to lose?
  • To what degree would you like to participate in the next bull market?
  • How do you feel about Guarantees?
  • Have you factored in inflation, medical costs, longevity?
  • How much money do you need and for how long?

 

Proudly serving Orange County since 1983. Our goal is to help our clients maximize their  retirement resources with confidence & certainty.

We can help You:

  • With your 401(k) investment choices.
  • Roll your 401(k) into an IRA.
  • Determine if your resources are adequate to achieve your retirement goals.
  • Analyze your current portfolio for efficiency and balance.
  • Organize and implement a realistic retirement plan.
  • Create an estate plan.
  • With inheritance distribution & management.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

Newsletters

Why Do Lower Prices Equal Higher Yields?

The price/yield relationship is rooted in the secondary bond market, where bonds may trade at a premium or discount of the par (or face) value.

Protect Your Downside

When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

Time to Revisit Risk

During volatile financial times, it is only natural to reconsider your own personal risk tolerance and review the role of risk in your portfolio.

HOT TOPIC: The Fed Plans to Spend Trillion or More to Spur Growth

For the first time in a generation, the Federal Reserve has undertaken a campaign to influence long-term interest rates, a departure from recent monetary policy that has focused almost exclusively on short-term rates.

More Newsletters →