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Understanding Today’s Financial Environment

Welcome, I’m Richard Kagawa, a financial professional in Huntington Beach, California. I understand that individuals face unique challenges as they prepare for retirement. My staff and I can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (800) 281-4442.

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Determine your potential long-term care needs and how long your current assets might last.

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Estimate how much of your Social Security benefit may be considered taxable.

Comparing Investments

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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An Inside Look at Retirement Living

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