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280 S. Prospect Avenue
Suite A
Tustin, CA 92780

Greg D. Long, CFP®

714-505-5811

 
Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

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

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

 

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

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Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Retirement Seen Through Your Eyes

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Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

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Estimate how much life insurance coverage may be appropriate for your situation.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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