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
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
View all articles 
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
View all calculators
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Emerging Market Opportunities
What are your options for investing in emerging markets?
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.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.