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
- Stephanie: 562-551-8581 - Direct Line
Newsletters
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Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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Test Your Knowledge of Estate Planning
Taking this quiz may help increase understanding of estate planning.
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Variable Annuities: Strategies to Help Counter Retirement Risks
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.