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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

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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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This questionnaire will help determine your tolerance for investment risk.

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

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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

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In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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Smart investors take the time to separate emotion from fact.

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When should you take your Social Security benefit?

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