Locations / Agents

Orange County 

27635 Forbes Road, Suite A | Laguna Niguel, CA 92677 | (949) 334-2730 Google Map >>> 

Thomas Celaya     | (949) 334-2732 | .(JavaScript must be enabled to view this email address)
David Estrada       | (949) 334-2730 | .(JavaScript must be enabled to view this email address)
Adrianna Gonzalez | (949) 315-7589 | .(JavaScript must be enabled to view this email address)
Debbie Soule       | (949) 334-2735 | .(JavaScript must be enabled to view this email address)

San Diego 

355 3rd Ave Ste 106 | Chula Vista, CA 91910 | (619) 379-8445

Julio Gomez | (619) 379-8445 | .(JavaScript must be enabled to view this email address)

Palm Desert

73993 Highway 111, Suite 201 | Palm Desert, CA 92260 (888) 842-8269

Kerry Kendall | (760) 610-1747 | .(JavaScript must be enabled to view this email address)

Dallas Location

746 W. Jefferson Blvd | Dallas, TX 75208 | (214) 520-6911

Fred Gardenour | (214) 520-6911 |

Retirement News

How often do you think about retiring?
Do you think about retirement frequently?  I think about retiring occasionally, but I'm blessed as a naturally happy individual with a good deal of autonomy in my personal and professional life.  Of

Investing in Stocks as Part of Your Retirement Plan
Stock market investing is an important part of preparing your retirement plan for growth.  Despite the volatility and risk that is part of stock investing, you can't expect significant growth in

President Annuity?
As reported recently in the New York Times, The Unloved Annuity Gets a Hug From Obama .  For better or for worse, millions of people already have opinions of annuities.  Furthermore, many of those

Contribute like it's 2009
As we get well into tax preparation season, it's a great time to remember that you can still make a 2009 contribution to your IRA . That's right--even though the calendar reads 2010, the law

Your biggest retirement concerns
People approach retirement in many different ways.  Some focus on financial matters which, while undeniably important, should not be the only concern.  Others fail to pay attention to the financial

Tax Deductions - How to Save Taxes While Saving for Retirement
This is the time of year when the phrase "tax deduction" causes people's ears to perk up. As you may be aware, a tax deduction reduces your taxable income which, in turn, reduces the tax you owe or

2009 IRA Contribution Limits
Although it's well into 2010, the 2009 limits for retirement plan saving are still highly relevant.  This is because the deadline for making retirement contributions to a plan such as an IRA is

Why wait to make your 2010 IRA Contribution?
Although millions of Americans will scramble to make their IRA contributions before the deadline it's an entirely unnecessary exercise. With decent cash-flow planning you can make your IRA

This feed contains no entries
This feed contains no