For your convenience we have listed some links that we think you might find useful. We believe these resources to be reliable, but they are independent sources and we do not control their content, therefore, we cannot guarantee them to be complete and accurate. They are informational pieces only and should not be considered a solicitation nor should any action be based solely on them.

The content of these resources does not take into account your personal objectives or financial circumstances. Please review our legal notice & disclaimer and contact us before acting on any of the information, in order to ensure it is the appropriate action for you.

Helpful Tools

Estate Planning
Health Care
Life Insurance/Annuities
Personal Finance
Saving for College
Small Business
Workplace Retirement Plans

Accounting & Tax

IRS-Small Business and Self-Employed
IRS-Tax Information for Businesses

Business & Financial

The Wall Street Journal
Business Week
Big Chart
Yahoo! Finance


The Internal Revenue Service
Social Security Online
State of California Franchise Tax Board
California State Board of Equalization