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.
Rightsizing for Retirement
What does your home really cost?
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?”
Tax preparation may be the perfect time to give the household budget a check-up.
For some, the social impact of investing is just as important as the return, perhaps more important.
What can be learned from the savings rate?
Try these activities to keep your brain sharp.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Here is a quick history of the Federal Reserve and an overview of what it does.
Smart investors take the time to separate emotion from fact.
The decision whether to buy or rent a home may have long-term implications.
$1 million in a diversified portfolio could help finance part of your retirement.
The market is as unpredictable as the weather. We’d love to help you prepare.
There are three things to consider before dipping into retirement savings to pay for college.