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Gunn Financial Associates
Gunn Financial Associates
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Gunn Financial Associates

San Clemente
2122 S. El Camino Real, Ste. B
San Clemente, CA 92672

Westlake Village
2629 Townsgate Rd., Ste. 245 Westlake Village, CA 92672

Phone:

  • 888.902.5999

E-mail:

  • hello@gunnfa.com
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Retirement Readiness Calculator

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Videos

We have interesting videos for you to watch on my site.

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Newsletters

  • Following the Inflation Debate

    See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021’s price increases will last.

  • Your Estate: Have You Looked at These Legal Documents Lately?

    This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.

  • New Changes to College Financial Aid and Education Tax Benefits

    The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education. Learn more.

  • Putting Your Nest Egg in Three Baskets

    Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.

More Newsletters »

Calculators

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Life Insurance

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

  • Estate Taxes

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

More Calculators »

Registered Representatives of this firm offer securities and advisory services through Royal Alliance Associates, Inc. Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of  No offers may be made or accepted from any resident outside the specific state(s) referenced. Insurance services offered through Gunn Financial Associates. Gunn Financial Associates is not affiliated with Royal Alliance Associates, Inc., Branch Telephone number (805)446-4600.  CA insurance license #0769862, #0I67971.

IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.  For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.



 

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Check the background of this financial professional on FINRA's BrokerCheck