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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Retirement Readiness Calculator

See if you are on track for retirement.

5 MINUTE RETIREMENT PLAN

Videos

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

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Schedule a Call

Schedule a call with a CERTIFIED FINANCIAL PLANNER™.

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Newsletters

  • Business Cycle Basics: Recessions Begin and End Before We Know It

    This article discusses how economists identify and measure economic contractions and compares some characteristics of past recessions.

  • Managing Your Workplace Retirement Plan

    This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.

  • Five Investment Tasks to Tackle by Year-End

    2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.

  • Sequence Risk: Preparing to Retire in a Down Market

    This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.

More Newsletters »

Calculators

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • College Funding

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

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

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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