Live Your Best Life
RETIREMENT PLANNING
COLLEGE AND EDUCATION PLANNING
GENERAL INVESTING
RISK MANAGEMENT
ESTATE PLANNING
LIFE PLANNING
Alpha & Omega Financial Solutions
13215 E. Penn St., Suite 327
Whittier,
CA
90602
Phone:
- Chris: 562-945-7378 - Direct Line
- Kevin: 562-945-0760 - Direct Line
- Stephanie: 562-551-8581 - Direct Line
Newsletters
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What Is Asset-Based LTCI?
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
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Locked Out? How to Break Into Today’s Housing Market
Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
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Test Your Knowledge of Estate Planning
Taking this quiz may help increase understanding of estate planning.
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Moving to Another State? Consider These Tax Moves
Moving to a new state may have tax consequences that can follow you long after you settle in.