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.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Five strategies for managing your student debt.
Even low inflation rates over an extended period of time can impact your finances in retirement.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Retirees traveling abroad need to know that their health insurance travels with them.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The market is as unpredictable as the weather. We’d love to help you prepare.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Have you found yourself suddenly single? Here are 3 steps to take right now.
You’ve made investments your whole life. Work with us to help make the most of them.
When markets shift, experienced investors stick to their strategy.