Broker Check

280 S. Prospect Avenue
Suite A
Tustin, CA 92780

Greg D. Long, CFP®

714-505-5811

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Your Financial Future

Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.

I am in the business of helping my clients address all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.

My approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren. Among my financial offerings are:

  • Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
  • College planning - long-term planning to ensure you’re ready when your children are
  • Retirement planning - to design an investment strategy to help you pursue all of your retirement goals
  • Access to Investments - for diversification and professional management

If this method of meeting your financial needs sounds appealing, I invite you to spend some time exploring this site. I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email me.

 

Helpful Content

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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

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5 Smart Investing Principles

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A presentation about managing money: using it, saving it, and even getting credit.

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

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

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

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Estate Management 101

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In the world of finance, the effects of the "confidence gap" can be especially apparent.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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