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.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Read this overview to learn how financial advisors are compensated.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Protect yourself against the damage that your homeowners policy doesn’t cover.
An increasing number have been developed to help individuals with their personal finances.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
All about how missing the best market days (or the worst!) might affect your portfolio.
If you died, what would happen to your email archives, social profiles and online accounts?
Making the most of surprises is a great reason to work with us.
Pundits say a lot of things about the markets. Let's see if you can keep up.
You’ve made investments your whole life. Work with us to help make the most of them.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.