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

Mutual Fund Mastery

Test how much you know about one of the most popular investment vehicles.

No Better Time Than Now

You may not associate this time of year with reviewing the beneficiaries on your life insurance policy — nonetheless, it can be a good time to take this important step.

Surviving the Estate Tax with Survivorship Life

People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy.

What Would Warren Do?

Investors who are uncertain how to react to bad news and troubling economic indicators could find themselves making matters worse with wrong moves that serve only to make them feel better. How does the world's top investor, Warren Buffett, react to market volatility?

More Newsletters →