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estate planning


How to prepare for your long-term care – Part 2

Written by Adam Hartrum February 12, 2019

Create an estate plan.

ESTATE PLANNING Most people would like to control how their money gets used as they get old and where they would like it to go after they pass away. Those wishes form an individual’s legacy intentions. It’s good to put them down in writing. This is Estate Planning. It’s Step 2 in planning for your […]

Posted in Lifestyle, Retirement Planning, Wealth ManagementTagged estate planning

Handling the one life change you fear most

Written by Adam Hartrum January 7, 2015

Follow 5 steps after the death of a spouse to begin the financial transition.

Likely, the biggest life-changing event you’ll ever face is the death of your spouse. In addition to the deep emotional wounds that such a loss brings, financial matters must be tended to. It may seem harsh to address finances at such a time, but it needs to be done in order to carry on. The […]

Posted in Retirement Planning, Wealth ManagementTagged death of a spouse, estate planning

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South Bay Asset Strategies

2790 Skypark Drive, Suite 201
Torrance, CA 90505

310-534-5490
310-534-5838 fax

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Check the background of this firm on FINRA’s BrokerCheck.

South Bay Asset Strategies wealth management and financial planning, Torrance, CA. CA Insurance Lic #0C57088. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

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