Irvine • Dallas

Financial Education

We have written and compiled a variety of resources to help you better understand some of the financial options available to you.

Free Financial eBooks

From understanding taxes to business planning, creating your happy retirement and more, these books are a valuable resource and are yours at no cost.

Retire Happy Free eBook

Tax Reform Free eBook

Social Security Free eBook

Retirement Planning Guide for Business Owners

Financial Education

Quick Reference Guides

Current Retirement Plan Contribution Limits

Current Tax Rate Tables

IRA Retirement Savings Guide

Investing in Your Future

Could you live comfortably on just $10,740 a year? Chances are the answer is no. But according to the Social Security Administration, $10,740 was the estimated average income for retired workers.

Clearly, social security will not be your only source of retirement income – you must do more on your own to prepare for retirement. Investment vehicles like a Traditional or Roth Individual Retirement Account (IRA) may make sense for you.

retirement savings
Business Finance Planning

Understanding Living Trusts

Are They Right For You?

One of the most common tools in estate planning is the use of a trust, which is an arrangement under which you (the grantor) can place assets that are for the ultimate benefit of someone else (the beneficiary) under the control of a trustee. Depending on your goals, the use of a trust can be an effective way to achieve your estate planning objectives.