Strategies for Financial Success
78290 Willowrich Dr. Palm Desert CA 92211
Ph. 818-244-6986 Fax 818-436-4682 and
825 S. Oak Knoll Ave. Pasadena, CA 91106
Ph. 818-244-6987 Fax 818-572-4528
RETIREES: We help create retirement income plans focused on helping retirees maintain their lifestyle, manage distributions and taxes and preserve and protect their wealth.
INDIVIDUALS: Our mission is to help people develop a strategic, in-depth plan that can help them with the financial issues that affect their lives. Whether planning for education, future retirement, or the unique needs of retirees, we create a personalized plan for each client. Using that blueprint, we help our clients build an investment strategy based on their financial goals.
Securities and advisory services offered through Cetera Advisors LLC, (doing insurance business in CA as CFGA Insurance Agency LLC, CA insurance license # 0I32305) member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.