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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

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

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.

 

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

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.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Comparing Investments

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is the Dividend Yield?

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

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Your Cash Flow Statement

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

An Inside Look at Retirement Living

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

Managing Your Lifestyle

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

Investment Strategies for Retirement

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

Protecting Those Who Matter Most

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Business Cycle

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

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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