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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.

Have You Set a Retirement Savings Goal?

Guides readers through estimating a realistic retirement savings target.

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Individual Bonds vs. Bond Funds: What’s the Difference?

Compares control, maturity, and performance differences between individual bonds and bond funds.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Fine-Tuning with Sector Funds

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

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Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Disability Income Insurance

How much Disability Income Insurance do you need?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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