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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

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

 

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

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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.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Saving for College 101

Here’s a crash course on saving for college.

The Business Cycle

How will you weather the ups and downs of the business cycle?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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