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

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    Schedule a Call

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    Newsletters

    • 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.

    • Three Generations of Retirement Strategies

      Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.

    • Do Target-Date Funds Hit the Bull’s-Eye for You?

      More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.

    • 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.

    More Newsletters »

    Calculators

    • Roth IRA Conversion

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

    • Required Minimum Distributions

      Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

    • Working While Collecting Social Security Benefits

      What will my net Social Security benefit be?

    • 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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