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.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Five creative (and inexpensive) ideas for motivating your employees.
Here are 4 great, and sometimes unexpected, places to raise a family.
Don't let procrastination keep you from pursuing your financial dreams and goals.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
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.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
If you died, what would happen to your email archives, social profiles and online accounts?
What is your plan for health care during retirement?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.