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.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
It sounds simple, but paying yourself first can really pay off.
Understanding how a stock works is key to understanding your investments.
How literate are you when it comes to your finances? Brush up with these five basics.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
What are your options for investing in emerging markets?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here’s a quick guide to checking to see if you have unclaimed money.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When should you take your Social Security benefit?
It's easy to let investments accumulate like old receipts in a junk drawer.