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111 N. Sepulveda Blvd. Suite 300, Manhattan Beach, CA 90266

310-504-1276

Book a Meeting with a Financial Advisor Understanding Your Goals and Expectations Our Advisors' Process Understanding Risk vs. Returns Understanding Investment Fees

Randy Madrid

Certified Financial Planner™

Office: 310-683-2191

Mobile: 949-394-7272

Randy.Madrid@lpl.com

Diego Cortez

Financial Advisor

Office: 310-504-1275

Mobile: 562-507-7830

Diego.Cortez@lpl.com

Tammy Do

Branch Operations Manager

Office: 310-504-1276

Tammy.Do@lpl.com

Retirement Planning

A detailed retirement plan can insure that your family can retire when they want with the lifestyle they expect.

Investments

An asset allocated investment plan focused toward your risk profile can help maximize your gains and limit your downside risk.

Insurance

A sound insurance program can help protect your family from the financial consequences of unexpected events.

Helpful Content

Social Media: #NewestBusinessLiabilityRisk

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

 

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

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Comparing Mortgage Terms

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

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

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

Your Cash Flow Statement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

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

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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