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September 09, 2010 @ 12:07 PM

Nasdaq Composite 2,245.78+ 16.91
S&P 500 1,108.48+ 9.61

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Brandon Bay, Managing Partner
Andrew Meselson, Partner
Susan Chung, CLU
Simon Song,
Joseph Hong,
Jong Ho Park, CPA

Under the leadership of Brandon Bay, PAG has hosted the Annual Advanced Planning Conference to provide professional financial information and advanced planning ideas to the Korean American CPA Society of Southern California (KACPA).  KACPA, as well as  many attorneys have also recognized PAG as a top financial group based on  PAG's integrity, unique resources, and innovative and practical financial strategies. PAG's reputation for the highest  level of professional ethics and reliability provides clients with an extrememly high level of confidence in the programs and products PAG recommends and helps implement.

 

 

 Areas of Service Provided by PAG

•Estate Conservation Strategies

•Retirement Planning

• Asset Management Accounts

• Wealth Preservation & Accumulation Strategies

• Business Planning• Buy-Sell Plans

• Life Insurance for Key Person

• Deferred Compensation & Executive Bonus Programs

•  401(K) & other Company Sponsored plans

 

 

 

 

 

 

 

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Newsletters

The Growing Popularity of Preferred Stocks

Investors may be attracted to "preferreds" because they are a potential source of dividend income. Preferred stocks have evolved in recent years as the demands of investors have changed.

HOT TOPIC: The Great Inflation-Deflation Debate

We're all used to worrying about inflation and its long-term effect on purchasing power. However, there's a growing chorus warning that deflation is the next big concern for the U.S. economy.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

An Average Way to Invest

Dollar-cost averaging might help investors make the most of a highly volatile period.

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Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Cost of Retirement

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

More Calculators →