My Financial Solutions

Understanding income streams during retirement. How much money will there be in your retirement plans and IRA’s? How much income will that provide you? How many years of income will that provide? Will you run out of money before you run out of time? These are all common questions surrounding retirement income planning. There are studies showing that a 4% withdrawal rate may not be the “safe” withdrawal rate that the financial press has lead everyone to believe.

Associates Asset Management LLC, based in Newport Beach, CA, boasts over 60 years of combined experience in the consumer mortgage and specialized finance sectors. The firm focuses on creating value from consumer receivables with an emphasis on secured and unsecured mortgage debt, addressing both performing and non-performing assets. With deep connections to the largest banks, Wall Street firms, and consumer lenders in the U.S., the team at Associates Asset Management excels in crafting tailored financial solutions for their clients. Their adaptable approach allows for various revenue-sharing structures and take-out options, maximizing returns for investors in the evolving real estate landscape. Generated from the website

Wealth Avenue in Newport Beach, CA, offers a client-centric approach to financial advice, serving a diverse clientele including retirees, military personnel, business owners, and healthcare professionals. Their comprehensive services range from retirement and benefits counseling to tax planning and investment management, all aimed at enhancing financial well-being and security. Guided by integrity and a commitment to personalized care, Wealth Avenue helps clients navigate complex financial landscapes through tailored strategies. Their experienced team, which includes CFPs and investment professionals, is dedicated to inspiring confidence and ensuring clients can live fully in both the present and future. Generated from the website