Broker Check
Ready for Retirement? Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

Featured in South Bay Magazine

We were recently featured in South Bay Magazine!  We wanted to thank all our wonderful clients for making our business such a success.  Here's a clip from the article and the rest of the interview can be viewed by clicking the link below.


What sets your business apart?

“We love our clients and help them clarify their goals for the future. We then help them implement each step along the way and monitor the progress. We want to make your financial journey a fun and relaxing process...

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Investment Process

We have partnered with some of the leading financial institutions in the world to provide top of the line wealth management strategies centered around your individual situation. 

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Retirement Income Planning

Creating reliable income during retirement is imperative.  Our bucket approach system is designed to help you to ride out the dips in the market during bad years, and capture growth during positive years.*

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College Savings

Whether you want to open up a college savings plan** for your child or grandchild we will walk you through the process step by step.  College is a huge expense and continues to grow at a rate that outpaces inflation.

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Annuities

Annuities are not for everyone, but it can be a great fit for those who want a predictable income stream throughout retirement.  Using an annuity to supplement other sources of income might be a great strategy for you.***

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IRA & 401k Rollover

Throughout your life you might work at multiple employers and have chunks of retirement assets lying around.  We will see if it makes sense for you to consolidate them into one easily accessible and managed account.

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Estate Planning

Creating a legacy that extends beyond your lifetime can be very rewarding.  We discuss different strategies and develop a plan to help you accomplish your goals with tax efficiency top of mind.

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Life Insurance & Long Term Care

Life Insurance & Long Term Care Insurance plays a part in most estate plans.  It can serve as a way to protect against loss of income, provide an inheritance or be used as a tax strategy in larger estates. 

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Company Retirement Plans

We help business owners in the greater Los Angeles Area develop retirement plans to maximize tax-advantaged savings opportunities and attract/retain talent in a competitive environment.

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*All investing involves risk, including the possible loss of principal.  There is no assurance that any investment strategy will be successful. Past performance is not indicative of future results.

**Before investing, the investor should consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 Plan.

***There is a surrender charge imposed generally during the first 5 to 7 years that you own an annuity contract.  Withdrawals prior to age 59 ½ may result in a 10% IRS tax penalty, in addition to any ordinary income tax.  The guarantee of the annuity is backed by the financial strength of the underlying insurance company.  Investment sub-account values will fluctuate with changes in market conditions. Riders are optional contract features and come at an additional expense.

Investors should consider the investment objectives, risks and charges and expenses of the variable annuity carefully before investing. An investment in a variable annuity involves investment risk, including possible loss of principal.  Variable annuities are designed for long-term investing.  The contract, when redeemed, may be worth more or less than the total amount invested.  Variable annuities are subject to insurance-related charges including mortality and expense charges, administrative fees, and the expenses associated with the underlying sub-accounts.  The prospectus contains this and other information about the variable annuity. Contact Nancy Gragg at 225 Ave I Ste 201, Redondo Beach, CA 90277 or (310) 792-2424 to obtain a prospectus, which should be read carefully before investing or sending money.