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Understanding Today’s Financial Environment

Welcome, I’m Karl Kim, a Certified Financial Planner (CFP) and Certified in Long-Term Care (CLTC), in La Mirada, CA. We understand that individuals face unique challenges as they prepare for retirement. As an independent financial advisor, I am able to tailor a retirement plan that is best for you using all of the products and services that a large national firm typically limits. 

As the author of the book Don't Go Broke Paying The Nursing Home: How Californians Can Protect Their Homes, Cash, and Retirement Accounts, we have a unique and specialized knowledge of protecting your assets from the costs of a health care crisis in retirement. Having helped individuals to qualify for Medi-Cal to help pay for nursing home costs for over 20 years, we are unique among financial advisors. We can help take the mystery out of preparing for today and tomorrow. 

We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (800) 414-6722 or (714) 994-0599.

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And the Executor Is

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The Real Cost of a Vacation Home

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Test Your Life Insurance Knowledge

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Tax Management Strategies

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Investment Strategies for Retirement

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The Other Sure Thing

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Surprises

Making the most of surprises is a great reason to work with us.

RE: Retirement

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