Understanding Today’s Financial Environment
Welcome, I’m John Banuelos, a financial professional in Fresno, CA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. 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 (559) 252-1474.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Good employee health can be great for the company’s bottom line.
Knowing the rules may help you decide when to start benefits.
Military families face unique challenges, making personal finance even more critical.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
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.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investors seeking world investments can choose between global and international funds. What's the difference?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Take a look at this 2017 Market Recap.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A special needs trust helps care for a special needs child when you’re gone.
2018 could be shaping up to be an interesting year.