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

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    Retirement Readiness Calculator

    See if you are on track for retirement.

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    Newsletters

    • Caught in the Middle: The Sandwich Generation

      Tips to help balance the competing demands of saving for retirement and providing financial support to adult children and aging parents.

    • Social Security May Offer a Lifetime of Protection

      This article provides an overview of four times other than retirement when Social Security might affect you or your family.

    • Telemedicine: The Virtual Doctor Will See You Now

      Many large employers offer telemedicine programs in their benefit packages. Do you know the potential advantages of telemedicine?

    • Five Red Flags That Raise the Odds of an Audit

      Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.

    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.

    • Net Worth

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

    • Mortgage Refinancing

      Determine whether you should consider refinancing your mortgage.

    • Roth IRA Conversion

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

    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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