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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    Newsletters

    • What’s the Real Return on Your Investments?

      Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.

    • Municipal Bonds

      Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.

    • Considering Preferreds? Proceed with Caution

      Considering investing in preferred stocks? This overview examines the risks and potential benefits.

    • Seeking Balance in a Mutual Fund

      Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.

    More Newsletters »

    Calculators

    • Life Expectancy

      Knowing your likely life expectancy is an important factor in making long-term financial plans.

    • Mortgage Refinancing

      Determine whether you should consider refinancing your mortgage.

    • Required Minimum Distributions

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

    • Impact of Inflation

      Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

    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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