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Estate Resource Group

12636 High Bluff Dr. Suite 400
San Diego, CA 92130

Phone:

(858) 209-1474

E-mail:

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Strategies to reduce all forms of taxation for you and your business

Welcome to our website, where we have created a place to help you gain a better understanding of the financial concepts behind Asset Protection, Business Succession, Charitable Planning, Corporate & Personal Tax Reduction, Employee Benefits, Estate Planning, and Family & Corporate Guidance. We work with advisors and clients alike, in our home state of California, as well as, nation-wide. Most importantly, we hope to enhance the value of working with skilled professionals to pursue your financial goals. We hope you take advantage of this resource and visit us often. We frequently update our information, to help you stay abreast of new developments in areas we cover.

Suggests considering life insurance for stability during uncertain markets.

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Offers tips to couples with opposite financial styles for finding balance.

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Explains how S&P 500 sector funds behave differently and why diversifying across them can be useful.

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Guides readers through estimating a realistic retirement savings target.

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Use this calculator to estimate how much income and savings you may need in retirement.

How much life insurance would you need to produce a sufficient income stream for your family?

How Long Will Your Funds Last?

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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