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