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 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

    • 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.

    • Setting a Retirement Savings Goal

      This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.

    • Playing Defense: Three Stock Strategies to Help Control Risk

      This article outlines three defensive strategies that may help during economic downturns: low-volatility, dividends, and defensive sectors.

    • Accumulating Funds for Short-Term Goals

      Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.

    More Newsletters »

    Calculators

    • Net Worth

      A balance sheet summarizes your assets and liabilities and reveals your net worth.

    • College Funding

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

    • Savings Goals

      How much do you need to save each year to meet your long-term financial goals?

    • Disability Income Insurance

      How much Disability Income Insurance do you need?

    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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