Personal, Local Service Backed by National Resources
We are headquartered in beautiful Santa Monica, California and work with clients across the United States. James Frawley, our managing principal is located at our Santa Monica office, while Todd Clark is the managing principal for our Oklahoma City office.
Guiding You Into and Through Retirement
As an independent firm, we have access to a wide and diverse range of financial strategies and services to help ensure that your wealth is strategically managed in line with your financial goals.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
As our nation ages, many Americans are turning their attention to caring for aging parents.
The uncertainties we face in retirement can erode our sense of confidence.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
When to start? Should I continue to work? How can I maximize my benefit?
Even low inflation rates over an extended period of time can impact your finances in retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Making the most of surprises is a great reason to work with us.
How do the markets usually react to elections? Was the 2016 election any different?
Here are five facts about Social Security that might surprise you.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Here is a quick history of the Federal Reserve and an overview of what it does.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.