Financial Advisor
Financial Planning Specialist
Penthouse
Irvine, CA 92614
toll free: 800-533-3402
fax: 949-833-3542
- Roth IRA Conversion Opportunity - A New Retirement Plan Strategy Beginning in 2010 (pdf)
- Making Plans: The Value of Financial Planning (pdf)
- Plan Perspectives: Retirement Planning - Health Care Costs (pdf)
- Retirement Workbook (pdf)
- Preparing for Your Retirement: Evaluating Savings Strategies and Income Needs (pdf)
- Personal Wealth Questionnaire (pdf)
- Ten things you should know about 529 College Savings Plans (pdf)
