How many millionaires do you know who have become wealthy by investing in savings accounts? Are you a small business owner or high-level executive in the greater Southern California area looking to grow and/or protect your assets? Welcome home. We guide and advise established industry leaders in the area so they can prepare for their retirement.
Life in Southern California has its own financial challenges, including local ordinances, high taxes, real estate intricacies, and more. We help clients pave their road down the path to a successful, fulfilling retirement. Give direction on building and diversifying client's assets based on their individual goals.
Life in Southern California has its own financial challenges, including local ordinances, high taxes, real estate intricacies, and more. We help clients pave their road down the path to a successful, fulfilling retirement. Give direction on building and diversifying client's assets based on their individual goals.
Services
What is Goal-Based Investing? We go through a discovery process to find out your goals and start taking steps to attain those goals. We follow a comprehensive approach to wealth management by conducting an in-depth discovery process to ensure that your investments align with your goals. Our solutions are unique and designed for long-term, successful outcomes.
It's said "what goes up must come down, " but does it really have to? Not with our more conservative strategies. We have the ability to participate in positive growth during times of strong market growth. But what happens when there's a loss in the market? The 0% floor is the answer! Let's take a look at this strategy.
Tax management may seem like a daunting task, especially when you are being pulled in so many directions. Modern tax laws are quite complex, ever changing and confusing, making it difficult to manage and mitigate the impact taxes has on your investments. At WMPLA, we help you explore cost-effective solutions to help minimize your tax burden.
What does rising Inflation mean? What it could mean to your Portfolio? According to International Monetary Fund, inflation is the rate of increase in prices over a period. It also reflects the diminishing purchasing power of currency over time. Inflation influences every aspect of the economy. It would influence producers, suppliers, consumers, policymakers, banks, and investors.
Lately, there has been a lot of talk about inflation in the media. Inflation is the general rise in the prices of goods and services over a period in an economy. Mild inflation is always good for the economy as it creates demand for products and increases wages. Federal Reserve always targets the official inflation to be at 2% to avoid the situations like hyperinflation and deflation.
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