Randy Madrid
Certified Financial Planner™
Office: 310-683-2191
Mobile: 949-394-7272
Randy.Madrid@lpl.comDiego Cortez
Financial Advisor
Office: 310-504-1275
Mobile: 562-507-7830
Diego.Cortez@lpl.comTammy Do
Branch Operations Manager
Office: 310-504-1276
Tammy.Do@lpl.comRetirement 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
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Rightsizing for Retirement
What does your home really cost?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?