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3780 Kilroy Airport Way
Suite 320
Long Beach, CA 90806

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562-420-9009

 
Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

Foresight. Patience. Greater Confidence.

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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.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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Assess whether you are running “in the black” or “in the red” each month.

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Determine your potential long-term care needs and how long your current assets might last.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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The importance of life insurance, how it works, and how much coverage you need.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Good Ship IPO

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Suddenly Single: 3 Steps to Take Now

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Smart investors take the time to separate emotion from fact.

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