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.
CLICK HERE to check out the DOW JONES index.
Considering buying a home and want to know what your monthly payments would be? CLICK HERE to see a mortgage calculator.
Helpful Content
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
View all articles 
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
View all calculators
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Surprises
Making the most of surprises is a great reason to work with us.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.