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.

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    Newsletters

    • College Savings: Roth or 529 Plan?

      Can a Roth IRA double as a college savings tool? Find out how a Roth IRA compares with state-based 529 college savings plans.

    • Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage

      As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.

    • Steps to Executing an Exit Strategy

      Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.

    • Retirement Planning: How Secure Is Social Security?

      View Social Security’s financial outlook, plus seven proposed fixes for a looming shortfall that may affect future benefits.

    More Newsletters »

    Calculators

    • Long-Term Care Self Insurance

      Will you be able to afford nursing home care?

    • Roth IRA Conversion

      This calculator can help you determine whether you should consider converting to a Roth IRA.

    • Personal Inflation Rate

      Is your personal inflation rate higher or lower than the CPI?

    • Mortgage Refinancing

      Determine whether you should consider refinancing your mortgage.

    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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