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September 09, 2010 @ 12:05 PM

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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

A Graceful Departure

An exit strategy is important for any business owner who plans to leave the company he or she has nurtured and built.

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

Stocking Up on Cash: Scared or Prepared?

Having enough cash to make it through an illness, injury, job loss, or other financial emergency can help you avoid taking on debt or tapping your retirement assets.

How Health-Care Expenses Could Affect Your Retirement Lifestyle

Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?

More Newsletters →

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 →