Win Team

 

WIN-TEAM is a Tax and Financial Service Firm that boasts one of the most respected reputations in all of Southern California.  WIN-TEAM strives to separate itself from other firms with its versatility in dealing with the needs of its clients with whatever financial decisions they are faced with.  Clients do not get the expertise and service of an advisor when they come to WIN-TEAM; they get the collective attention of each and every associate and staff member – a WINning TEAM to guide them through their retirement.

 

WIN-TEAM offers specially tailored services to each individual in preparing for their golden years through detailed investment and tax planning.  With the diverse range of experience the firm offers, issues from real estate transactions to corporate mergers can be handled without hesitation.  All types of clients are welcomed with open arms, but WIN-TEAM prides itself in striving to aid the diligent blue-collar client who looks to achieve financial security after a lifetime of hard work.  With our customized asset allocation strategies combined with choosing investment products of the highest regard, we believe we give our clients the greater peace of mind they seek in placing their livelihood with us.

 

Tax services are not affiliated with nor endorsed by First Allied Securities.

Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Newsletters

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

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