Foresight. Patience. Greater Confidence.
WE HAVE MOVED!
3780 Kilroy Airport Way Suite 320
Long Beach, CA 90806
Capital Investment Advisers is a financial services and investment management firm that specializes in serving retirees and pre-retirees in the Long Beach area. My company is built on a solid foundation of exceptional client service, industry experience, and in-depth market knowledge.
I understand that investors face challenging markets and an overwhelming number of choices. I work with clients to develop comprehensive financial plans that will help pursue their financial goals while helping to preserve their wealth.
I invite you to learn more about my firm, my financial planning philosophy, and me.
How Income Taxes Work
A quick look at how federal income taxes work.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Five strategies for managing your student debt.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
This worksheet can help you estimate the costs of a four-year college program.
Bonds may outperform stocks one year only to have stocks rebound the next.
Understanding the value of a home warranty.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Estate conservation is too important to put off. Do you have a smart exit strategy?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How do the markets usually react to elections? Was the 2016 election any different?
You’ve made investments your whole life. Work with us to help make the most of them.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.