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 (562) 741-3670.
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Considering buying a home and want to know what your monthly payments would be? CLICK HERE to see a mortgage calculator.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A look at how variable rates of return impact investors over time.
Do you have an estate strategy? You should.
Important items to consider when purchasing condo insurance.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Retirement choices can be intimidating. Picking the right strategy.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations?
An amusing and whimsical look at behavioral finance best practices for investors.
What if instead of buying that vacation home, you invested the money?
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Understanding the cycle of investing may help you avoid easy pitfalls.
How does your ideal retirement differ from reality, and what can we do to better align the two?