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13451 Mission Tierra Way
Granada Hills, CA 91344

Phone:

(818)590-9304(877)88 NANOO / 877-886-2666

Fax:

(818)366-2917

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Welcome to our Web site, where you'll find a wealth of information in the form of newsletters, articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Provides tips for managing rising food prices through smart shopping.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Notes record issuance of municipal bonds and their tax-exempt appeal.

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Use this calculator to determine whether you qualify for the different types of IRAs.

How much do you need to save each year to meet your long-term financial goals?

Compare the potential future value of tax-deferred investments to that of taxable investments.

Estimate the future value of your current savings.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck