(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.


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...

It’s Easier to Lose Money Than to Make Money

The stock market has been responding positively to better than expected earnings, “The Melt Up is officially here. This is the boom we’ve been waiting for.  And this phase should last 12 to 18 months”,  said Steve Sjuggerud, Stansberry Research. He went on to say,...

3 Ways You Have More in Common Than You Thought with the Supreme Court Nominee

You may have more in common with Brett Kavanaugh than you think. First, other than a nice house, he like so many Americans doesn’t have much in the way of assets. Brett lives with his wife Ashley Kavanaugh and two daughters, Margaret and Lisa.1  Property records show...

Community Service

We are enthusiastic about giving back to our community.

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Contact Info

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

(805) 495-2077


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Investor's Advantage Corporation

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