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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
There are common mistakes you can avoid when saving for retirement.
Apps that help small business owners better manage and grow their business.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Taking your Social Security benefits at the right time may help maximize your benefit.
Around the country, attitudes about retirement are shifting.
A special needs trust helps care for a special needs child when you’re gone.
Here are five facts about Social Security that might surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?