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509 South Brea Boulevard
Suite 13
Brea, CA 92821

Retirement Distribution and Wealth Management Strategies, Inc.

(714) 879-5200

 
No Cash, No Checks, No Problem Preparing For the Ultimate Vacation Don't Buy The Hype A New Way to Look at Your Bucket List

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

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

 

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

How Income Taxes Work

A quick look at how federal income taxes work.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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