Small Business Tips

01/19/2023

Looking to help investors make sound decisions with their stock portfolios

Investing in stocks can be one way to put yourself on the path to a secure financial future. Before you get started, it’s important to review six of the biggest myths about investing in equities. Please call me at (714) 929-1075 or DM me so we can discuss further what exactly these 6 steps are.

12/07/2022

Affordable access to attorneys for your small business.

11/17/2022

Sharing for a trusted friend

I just helped a family set up a 529 college savings plan. These plans are ideal for setting aside funds for future college expenses and grows tax deferred.
If you currently are not participating in a 529 plan, please call me so we can sit down and talk. In my 30 years as a financial consultant, 529 plans have been the best solution for these types of goals.

11/08/2022

Sharing for a trusted friend

Recently, I sat down with some clients to discuss their current portfolio they have with their other financial advisor, to see if they currently have a defined portfolio strategy. The 5 points I emphasized with them were 1) What exactly is their objectives 2) Is their portfolio diversified 3) What’s their expected holding period 4) What’s the prevailing market trend and 5) At the current price, would they be paying too much. This process will help investors make better decisions with their portfolios and reduce the emotional tendencies during volatile market swings.

09/29/2022

Are you looking for a cheap way to grow your following? Try booking a spot on this wonderful show.

This will be the most fun you can have in a podcast!

08/25/2022

Relying on a single source of income limits your options in these uncertain financial times.

Creating an additional income stream, on a part-time or spare-time basis, gives you the ability to adapt.

My good friend, Leland Burton, can show you how to do it in a way that fits within your busy schedule.

04/23/2022

If you have ever thought about starting a business, my good friend Leland, is dedicated to helping small business owners take the legal guess work out of business formation.

As a fellow small business owner, he understands the challenges, frustrations, failures, and triumphs of taking the plunge.

He is looking forward to speaking with you!!!

Contact him right away!!!

We know that setting up a new business entity can feel like just one more box you need to check off. It may not seem that important compared to everything else needed to start a business, but creating a proper entity is critical.

04/12/2022

Personal identity theft is a reality.

Connect with my good friend, Leland Burton to learn how you can protect yourself.

Every year, millions of people become victims of identity theft. When cyber criminals strike, it’s hard to know what to do or where to turn.