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301 E. Vanderbilt Way, Suite 230

San Bernardino, CA 92408

Mailing Address:
P.O. Box 10697 San Bernardino, CA 92423-0697

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(909)382-4545 (888)410-7900

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(909)382-4563

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Financial Calculators

Review interesting calculators

Offers tips to couples with opposite financial styles for finding balance.

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Explores how investment strategy changes once retirement begins.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Shows how high-income earners can create tax-free retirement income via workplace plans.

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

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

How much can you afford to pay for a car?

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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