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
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.