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Plan your future, Live your passion, Find your CORE

301 E. Vanderbilt Way, Suite 230

San Bernardino, CA 92408

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

Phone:

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

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(909)382-4563

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Describes retirement plan options that help self-employed workers save on taxes.

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A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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Taking this quiz may help increase understanding of estate planning.

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How much life insurance would you need to produce a sufficient income stream for your family?

Use this calculator to estimate how much income and savings you may need in retirement.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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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