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.

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    Videos

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    Newsletters

    • Do ETFs Belong in Your Portfolio?

      Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?

    • Looking for Value with P/E Ratios

      Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.

    • Business or Hobby? It’s All About Taxes

      The difference between a money-losing business and a hobby matters at tax time. This article presents IRS criteria for making the distinction.

    • Why You Might Need Disability Income Insurance

      This article explains how an individual disability income insurance policy can help provide income if a disability leaves you unable to work.

    More Newsletters »

    Calculators

    • Federal Income Tax

      This calculator can help you estimate your annual federal income tax liability.

    • Disability Income Insurance

      How much Disability Income Insurance do you need?

    • 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?

    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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