Whether you are looking to maintain a desired lifestyle, leave a lasting legacy, or enact a vision for philanthropy, we develop customized strategies designed to help you generate and preserve your wealth. We help streamline complex financial affairs for wealthy families, so they can focus on the aspects of life that they find most gratifying.
See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021's price increases will last. Do you understand how Treasury Inflation-Protected Securities can help mitigate inflation risk? This article provides an overview. Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021's price increases will last. Do you understand how Treasury Inflation-Protected Securities can help mitigate inflation risk? This article provides an overview. Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Howard began his wealth management career in 1994 with Merrill Lynch, after spending several years practicing law in Orange County. He earned a bachelor's degree from Cal Poly-Pomona and a J.D. from Western State University College of Law. He is a member of the California Bar Association and holds the CERTIFIED FINANCIAL PLANNER and Chartered Retirement Plans Specialist(R) certifications from the College for Financial Planning.
Our mission is to understand you and your priorities. We ask the hard and smart questions, and then listen carefully to understand, in great detail, exactly where your wealth stands today and where you'd like it to be tomorrow and beyond. We will help you design, implement, and monitor a customized wealth management strategy that helps you and your family pursue your personal goals while mitigating investment risk.
We believe that goals should drive investments - not the other way around. That's why we employ a goals-based approach that helps clients measure their progress toward attaining their specific objectives rather than solely focusing on investment performance. Our clients value our disciplined process, strategic approach, detailed planning methods, and the broad range of resources we bring to the relationship.
Our services cover all areas of financial management, from investment and retirement planning, to risk mitigation strategies and issues surrounding estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies.
We work closely with a select group of individuals and families, offering personalized, boutique-like services to help them simplify and identify what's important. We recognize that clients often have several different financial goals. That's why we develop strategies to enable them to pursue multiple goals simultaneously - whether it's maintaining a desired lifestyle, leaving a lasting legacy, or enacting a vision for philanthropy.
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