Welcome to Zuma Financial Advisors!
Think about your dreams as a child. Did you want to be an engineer or a teacher? Did that change to become an businessperson, health care provider, attorney? Did caring for family, getting an education, health or other aspects of life alter your destination? Life does happen doesn’t it. We, in the meantime, still dream of vacations, education for the next generation, retirement with fewer financial stressors.
The point is to focus on dreams and goals.
At Zuma Financial Advisors, we listen to and plan with clients to uncover and envision dreams and goals, build savings strategies during everyday life towards pursuing those goals. Personally, Zuma Beach in Malibu, California is my “Happy Place; a beautiful, peaceful setting we look forward to spending more time. Therefore, as part of my monthly budget, I set aside savings each month for vacations with my family as we did recently. The memories and realization of a goal set and achieved are priceless treasures.
We believe in practicing what we preach to deliver our mission. Vickie and I have found with vision and commitment to implementing strategies, one can pursue great things. For our clients, it may be a home or car purchase, a family education plan, understanding income choices throughout retirement, together we dream, discuss, and consider a variety of things, making it fun to strategize for the future!
Our mission is to sit on the couch in a client’s new home, look out the window and smile. Or help to pay off an education loan, recognizing that the payment can go towards savings for another goal.
Paying it forward has been and will continue to be powerful.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Beware of these traps that could upend your retirement.
Ascertaining the value of your business is important for a variety of reasons.
Here are some simple and inexpensive energy-saving tips that may help you save money.
An increasing number have been developed to help individuals with their personal finances.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
All about how missing the best market days (or the worst!) might affect your portfolio.
If you died, what would happen to your email archives, social profiles and online accounts?
There are a few things to consider when buying or leasing your next vehicle.
How will you weather the ups and downs of the business cycle?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here is a quick history of the Federal Reserve and an overview of what it does.