Understanding Today’s Financial Environment
Welcome, we are Edward Oxford and Pauline Wong, a financial consultant team in Long Beach, California. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (310) 704-2631.
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Helpful Content
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
The Many Ways to Measure Inflation
Different inflation indexes may tell different stories. Here's what that could mean for you.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.