Broker Check

2501 E Chapman Ave
Suite 140
Fullerton, CA 92831

Retirement Distribution and Wealth Management Strategies, Inc.

(714) 879-5200

 
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Account Minimum of $250,000

Helpful Content

Roth IRA for Kids

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

Financially Savvy at Six Figures

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

 

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

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Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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