Letter to Investors

              Santa Ana, CA – October 2, 2017 Dear Valued Investor: During the past several weeks, we’ve seen news headlines dominated by everything from extreme weather to heightened geopolitical risks, with speculation on policy changes in the U.S. an ongoing hot topic. With so many events competing for our […]

Distributions and Rollovers: What You Need to Know About Roth 401(k)s

                      Santa Ana, CA – September 13, 2017 The Roth 401(k) resembles the Roth IRA, in that contributions are made with after-tax dollars and qualified withdrawals can be made tax free. But, as the name implies, it also shares many of the rules affecting traditional […]

What Today’s Workers Can Expect From Social Security Tomorrow

              Santa Ana, CA – September 6, 2017 Did you know that the age at which many workers will qualify for full Social Security benefits has risen to 67 from 65? If that’s news to you, you’re not alone: The majority of workers are still in the dark about […]

Women, Wealth, and Legacy Planning

                Santa Ana, CA – August 30, 2017 Whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect their own as well as their beneficiaries’ financial security, women play a central role in establishing and preserving family wealth. Consider these statistics:1 Women now […]

Vacation Value

        Santa Ana, CA – August 23, 2017             Everyone needs a vacation periodically. Breaking the routine of the workaday world is not only refreshing, but studies show it’s good both for you and your ability to do a better job. Reducing job stress can lead to […]

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Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities, financial planning & fee based asset management through LPL Financial LLC a Registered Investment Advisor and Member FINRA/SIPC. Daniel’s CA Insurance Lic #:OC54180 - Melissa’s CA Insurance Lic #:0C56086 - Greg’s CA Insurance Lic #:0F08519

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