Is Your Portfolio Mix Right for Today’s Market?

Santa Ana, CA –  November 21, 2016 To help you determine if your asset allocation is appropriate for today’s market environment, complete the following worksheet.1 Then, call your financial advisor — together you can decide if changes in your portfolio management strategy may be necessary. Source/Disclaimer: 1Asset allocation does not assure a profit or protect […]

Personal Protection for Wealth Holders

Santa Ana, CA – November 15, 2016 Most people think of life insurance as the first line of defense for their families and assets. But just as you maintain sophisticated investment and estate plans, experts argue that wealth holders should have a comprehensive risk management plan to protect themselves, their families, and their businesses against […]

Letter to Investors – Election Results

November 9, 2016 – Santa Ana, CA Dear Valued Investor: Donald Trump has completed his landmark quest and will become the nation’s 45th President after a contentious and often divisive campaign. In addition, the Republican Party has retained control of both houses of Congress. This outcome marks a significant reversal from just a few weeks […]

Too Young to Think About Investing? Think Again!

November 8, 2016 – Santa Ana, CA “How did it get so late so soon?” — Dr. Seuss Dr. Seuss’s whimsical take on life has been delighting children of all ages for generations. His simple, but powerful words continue to resonate today, even in the context of planning for a financially secure future. Because when […]

Can I Sell a Life Insurance Policy and Receive a Payment?

Santa Ana, CA – November 3, 2016 In certain instances, a terminally ill person can initiate a transaction known as a viatical settlement in which the policy owner sells his or her policy to a viatical settlement company in return for a lump-sum payment. Whole, term, and universal policies are eligible for viatical settlements. The […]

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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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