Live Your Best Life
RETIREMENT PLANNING
COLLEGE AND EDUCATION PLANNING
GENERAL INVESTING
RISK MANAGEMENT
ESTATE PLANNING
LIFE PLANNING
Alpha & Omega Financial Solutions
13215 E. Penn St., Suite 327
Whittier,
CA
90602
Phone:
- Chris: 562-945-7378 - Direct Line
- Kevin: 562-945-0760 - Direct Line
Fax:
- (562) 945-7542
Newsletters
-
Insurance to Help Protect Your Business from Lawsuits
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
-
Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
-
Behavioral Biases That Can Lead to Costly Mistakes
Learn about six blind spots that can lead to regrettable portfolio decisions (and how investors might avoid them).
-
The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.