Category Archives: Orange County

It’s Been Awhile…Thank God it’s FRIDAY!

I ask myself this question ALL the time! =) How are you all! It’s been a long, crazy week! We have been wanting to blog since Monday but because we’ve had so many meetings with clients and potential clients, neither … Continue reading

Posted in Blogging, Friday, Insurance, Los Angeles, Orange County, Retirement, Riverside, San Bernardino, Social Networking | Tagged , , , , , , , , , , , | Leave a comment

Article #5-What Is the Difference Between a Fixed Annuity and a Variable Annuity?

It’s Hump Day! I hope everyone’s week is going well. We’re half way through! Today, I wanted to address the differences between a fixed and a variable annuity. I get many clients asking what the differences are so I thought … Continue reading

Posted in Annuities, Financial, Financial Advice, Financial Planning, Financial Services, Los Angeles, Orange County, Retirement, Riverside, San Bernardino | Tagged , , , , , , | 1 Comment

Article #4- How Long Will It Take to Double My Money

Hello Everyone! A question that I get very often is “how can I double my money and how long would it take?” This is something that most people want to know, especially when going into annuities. How Long Will It … Continue reading

Posted in cash management, Financial, Financial Advice, Financial Planning, Financial Services, Los Angeles, Orange County, Riverside, San Bernardino | Tagged , , , , , , , , , , | Leave a comment

Free Financial Advisor Consultation- Orange County/ San Bernardino County/ Los Angeles County/ Riverside County

Hey Everyone!   Are you thinking about your retirement? Have you thought about having your money managed? Not sure what you want to do but know you want to do something with your money to ensure you have a secure … Continue reading

Posted in Blogging, business, cash management, Estate, Estate Conservation, Financial, Financial Advice, Financial Planning, Financial Services, Investment, Investment Management, Los Angeles, Orange County, Retirement, Retirement Strategies, Riverside, San Bernardino, Tax, Tax Management | Tagged , , , , , , , , , , , , | Leave a comment

Social Networking Faux Pas

Hey Guys, Tori here! Yay! I finally get to post! Hehe. I am Matt’s operations manager/co-owner of the blog. While Matt speaks about financial advising, which I am still learning about, I get to talk about other stuff. =) So … Continue reading

Posted in Blogging, business, Faux Pas, Friday, Orange County, Social Networking, Weekend, Young Adult | Tagged , , , , , , , , , , , , , , | Leave a comment

Article #2- What Cash Management Tools are Available?

Good Morning Everyone!We all sometimes need better ways to manage our money. Short-term cash management instruments can help you establish a sound cash management program. These instruments include money market mutual funds, Treasury bills, and certificates of deposit. What Cash … Continue reading

Posted in cash management, Financial, Financial Advice, Financial Planning, Financial Services, Investment, Investment Management, Orange County, Retirement, Retirement Strategies | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment