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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Videos

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

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Retirement Readiness Calculator

See if you are on track for retirement.

5 MINUTE RETIREMENT PLAN

Schedule a Call

Schedule a call with a CERTIFIED FINANCIAL PLANNER™.

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Newsletters

  • Indexed Annuities: A Strategy to Turn Savings into Retirement Income

    Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.

  • Income Investors May Find Closed-End Funds on Sale

    Do you know the differences between open-end and closed-end funds? This article compares the two.

  • Are Value Stocks Poised for a Comeback?

    Do you know the differences between growth and value stocks? Find out why value stocks may hold appeal during the economic recovery.

  • Five Tips to Regain Your Retirement Savings Focus in 2021

    This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.

More Newsletters »

Calculators

  • Life Insurance

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

  • IRA Eligibility

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

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

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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