(805) 495-2077 Contact@WhyBePoor.com

What We Do


Financial Planning

Live too long, die too soon.

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Corporate Planning

Establishing & Improving 401k, 403b, & SEP IRA.

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Investment Management

Customized investment solutions.

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Educational Workshops

Coaching you for financial success.

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Insurance Services

Right coverage for the lowest cost.

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Professional Collaboration

Put your team behind you.

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About Us


Since 1979, Investor’s Advantage Corporation has been passionate about working with individuals who are looking to achieve financial independence. By proactively planning our clients’ futures, we develop attainable goals and achievable personal benchmarks. At Investor’s Advantage Corporation we pride ourselves on our ability to build financial independence and confidence, we do this by creating transparent and efficient portfolios that strive to exceed client objectives.

Blogs


Risk & Price Can Rise Together, Until They Don’t

Risk & Price Can Rise Together, Until They Don’t

As we move to the fall season, until recently the stock market almost daily hits another new record, but some clouds are appearing on the horizon.  Only time will tell if the storm clouds blow away or if a hurricane is on the way. “NOAA study finds Houston’s 100-year...

Achieving a 7.5% Return May Require Rigor Now

Former analyst, Brian Sozzi now at The Street got my attention on September 15, 2018, with his headline “Investors Have Learned  Squat 10 Years After the Lehman Brothers Bankruptcy”.   We can agree that opinions are like belly buttons, everybody has one.  But you and...

The Real Estate Road

Recently I left the office to see at the corner an SUV that had been turned upside down after being struck by a small sedan. The police were already at the scene and it looked like both drivers and passengers were safe and calm on two corners. I credit the benefits of...

A Millennial Calamity Will Become America’s Burden

It’s been said that once we make our habits, then our habits make us.  A habit that people who retire well maintain is the practice of deferred gratification.  Unfortunately, it appears that Millennials who grew up with everyone on every team getting a trophy every...

The Not-So Golden Retirement Years

With the economy hitting on all cylinders, many observers would agree that the rising sea has lifted all boats. As Gomer Pyle used to say, “Surprise, surprise, surprise” according to new research more aging Americans are filing for bankruptcy than ever before. The...

Community Service


We are enthusiastic about giving back to our community.

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Contact Info


Address:
200 N Westlake Blvd., Ste 109
Westlake Village, CA 91362

Phone:
(805) 495-2077

Email:
Contact@WhyBePoor.com

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Investor's Advantage Corporation

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