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 address: hello@gunnfa.com
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    Schedule a Call

    Schedule a call with a CERTIFIED FINANCIAL PLANNER™.

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    Retirement Readiness Calculator

    See if you are on track for retirement.

    5 MINUTE RETIREMENT PLAN

    Videos

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    Newsletters

    • Stay-at-Home Spouse? Consider a Spousal IRA

      Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.

    • Qualified Longevity Annuity Contracts (QLACs)

      Worried your retirement might outlast your savings? A qualified longevity annuity contract could provide an income stream later in life.

    • Three Generations of Retirement Strategies

      Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.

    • What Is Cyber Insurance, and Do You Need It?

      Cyber attacks and loss of data can be devastating, so businesses should be proactive about addressing this risk.

    More Newsletters »

    Calculators

    • Required Minimum Distributions

      Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

    • Life Expectancy

      Knowing your likely life expectancy is an important factor in making long-term financial plans.

    • Retirement Portfolio Lifespan

      How Long Will Your Funds Last?

    • IRA Eligibility

      Use this calculator to determine whether you qualify for the different types of IRAs.

    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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