Courtlandt Financial Group

CONNECT

Address:

18218 McDurmott East, Suite A
Irvine, CA 92614

Phone:

800-994-7094

Fax/Other:

949-251-6911

 

Free Financial and Investment Plans available. Contact us without cost or obligation to learn more!

 

Investment Planning Strategies
First, we attempt to help establish your personal goals and investment criteria, paying specific attention to your risk tolerance and expectations. Next, we evaluate your existing portfolio for compatibility with these objectives.  Finally, alternatives and suggestions are made, if and when warranted.  Learn more - use our Savings Goal Calculator or use our Savings Accumulation Calculator
 
Individual Retirement Plans
If you are retired or considering retirement, we seek to help you determine whether or not your retirement income is sufficient, and if your assets are invested in such a way that they provide both the potential for future increases and the potential ability to deliver income beyond the life expectancy of you and your loved ones. No one wants to run out of money during retirement. When warranted, we can help you choose financial products and strategies to fit your unique situation. Learn more - use our Cost of Retirement Calculator
 
IRA Rollovers and Pension Distribution Options
Qualified funds that are being transferred should be done directly between the present company and the receiving company. Failure to rollover or transfer the proceeds properly my result in substantial penalties, possible tax consequences, and less money available for re-investment and income.  Care should also be taken when choosing pension distribution options. Often these are irreversible and may result in a reduced income or loss of assets. We seek to assist you in avoiding common mistakes made when electing distribution options. We can also provide assistance in choosing an option that could potentially maximize income and promote estate growth. Learn more about Retirement Plan Distributions
 
Business Retirement Plans
There are many types of business retirement plans to choose from. We seek to help you determine what type of plan is best for you and your company.  We have access to Pension Administrators that provide quality service for competitive fees.  Companies that currently have a Profit Sharing Plan, Money Purchase Plan or 401k Plan in place might consider allowing us to show them what a “New Comparability Plan” could potentially do for the company.
 
Business / Client Services
As your company progresses and continues to grow, keeping up with important changes that could affect your bottom line as you move toward your goals can become increasingly difficult. Further, the demands on your time could potentially cause you to overlook critical factors. If you are the owner of a closely held business, we may be able to provide solutions that keep you focused on what you do best, managing your business.
 
 
 
Financial Strategies
Learning Center
 
We’ve compiled the following list by objective in order to help you identify your options.
 
 
We’ve accompanied each investment and financial strategy with the following training tools: 
  • Articles: Educate yourself on a variety of financial topics
  • Calculators:  A host of financial tools to assist you
  • E-Seminars & iMoney: Animated presentations to help you learn and decide.
 
 
 
Growth Investments / Equity Linked Performance 
 
 Financial Strategies
Learning Center
Closed-End Funds

What is a Closed-End Fund?

 

Convertible Stock
 
 
Common Stock
 
 
Equity Indexed linked CD’s
 
 
 
Exchange Traded Funds (ETFs)
 
 
Initial Public Offerings/IPOs
 
 
Preferred Stock
 
 
Stock Mutual Funds
 
 
 
 
E-Seminar:  Retirement
 
Variable Annuities
 
 
 
 
Variable Universal Life
 
 
 
 
 
  
 
Income Producing Vehicles
 

 

Financial Strategies
Learning Center
Annuities - Fixed, Variable, and Equity Indexed
    
 
 
 
Bond Mutual Funds
 
 
 
 
 
 
E-Seminars:  Retirement  
 
                    Financial Management 
 
Convertible Bonds
 
 
 
Corporate Bonds
 
 
 
Equipment Leasing LLCs
 
 
FDIC Insured CD’s 
 
 
Gas
 
 
Ginnie Maes
 
 
Government Bonds
 
 
 
 
E-Seminar:  Tax Strategies
  
Income Properties
 
 
Money Market Funds 
 
 
 
 
Mortgage-Backed Securities
     Information Request    
 
 
 
Natural resources
 
 
Oil
     Information Request
 
 
 
 
Preferred Stock
 
 
Real Estate DST’s, LLC’s, TIC’s
 
 
REITS
 
 
Variable Universal Life
 
 
 
 
 
 
 Tax Deferred Retirement Accounts
 

 

Financial Strategies
Learning Center
403b/403b(7)
 
 
 
 
 
E-Seminars:  Retirement
 
                    Financial Management
 
Annuities: Variable/Fixed
 
 
 
 
 
 
 
 
 
 
Custodial IRA  
 
 
Inherited IRA
 
 
Life: Universal/Variable/Fixed
 
 
Rollover IRA
 
 
Roth IRA
 
 
 
 
 
             The 75% Factor
 
E-Seminars: Retirement
                     
                   Financial Management 
 
                   Tax Strategies
 
Traditional IRA
 
 
 
 
 
 
 
E-Seminars: Retirement
                     
               Financial Management 
 
               Tax Strategies
 
  
 
 
Business Retirement Accounts
 

 

Financial Strategies
Learning Center
401k Plan: Individual/Business  
 
 
 
 
 
 
 
 
 
 
 
 
iMoney:  Retirement Confidence
 
          The 75% Factor
 
E-Seminars:  Retirement
                           
                Tax Strategies
 
Credit via Margin Loans
 
 
Money Purchase Plans
 
 
Pension Plans
 
 
Personal Defined Benefit Plan
 
 
Profit Sharing Plans 
 
 
SEP IRA
 
 
 
Simple IRA
 
 
 
 
 
Employee Compensation Programs / Retention Strategies
 

 

Financial Strategies
Learning Center
Employee Incentive Programs
 
 
Executive Compensation Arrangements
 
 
Non-qualified Deferred Compensation Plans 
 
 
 
  
Investment Banking / Business Consulting Services
 

 

Financial Strategies
Learning Center
Business Sale or Transfer
 
 
Corporate Valuations
 
 
 
Initial Public Offerings
 
 
 
Mergers & Acquisitions
 
 
 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck