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.

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Content

Learning from Paradise, CA: Prepare to Protect & Profit

by westlakeFi | November 28, 2018 | Uncategorized | 0 Comments

Image: Time Magazine - California Wildfire Missing: Inside the Process of Finding the Our thoughts and prayers are with our California neighbors at this time. The story that stands at the top of a long list is the one about a woman who watched her father age 66 run back into their house during the Camp Fire. Then she watched the house burn to the ground. Folklore has it that the city of Paradise was labeled “Paradice” during the Gold Rush days after the “Pair O’ Dice” saloon. In the 1960s, when Paradise’s building boom began the roads...

Be Thankful for Cash

by westlakeFi | November 20, 2018 | Financial Management, News, Stock Market | 0 Comments

It’s the week of Thanksgiving, and the markets can’t seem to find anything for which to give thanks. Typically, this week is marked by low volatility and non-existent volume as anyone on Wall Street worth a darn takes time off. Junior traders are left to manage the books and not screw up too badly. Things might not work out that way this time.For the first time in its 25-year history, the Asia Pacific Economic Cooperation summit ended on Sunday, November 18, 2018, without a joint statement. The reason was obvious. Locked in a trade battle,...

The Dems Didn’t Do It Mr. President

by westlakeFi | November 5, 2018 | Uncategorized | 0 Comments

“If you want your Stocks to go down, I strongly suggest voting Democrat,” said President Trump making headlines trying to scare people again on October 30, 2018. In addition to making headlines, President Donald John Trump is masterful at making the complicated simple. Please notice that just because an answer is simple, it makes it neither a thoughtful observation nor a correct one. Another thing President Trump is very good at is throwing a group of people he doesn’t respect under the bus. So, let’s be clear, a little stock market “pause”...

Built for the Big One: Begin with 5 Step Process

by westlakeFi | October 22, 2018 | Opinion, Retirement, Stock Market | 0 Comments

You and I didn’t feel it but there was a 6.4 magnitude earthquake at the IMF annual meetings in Bali, where “global finance chiefs spent the week assessing the tremors now ripping through the world economy,” Bloomberg reported October 15, 2018. PIMCO’s global economic adviser, Joachim Fels left the resort saying, the quake “was symbolic for the widespread feeling among participants that the ground under the global economy, financial markets, and the multilateral trading system has started to shift.” Christine Lagarde, IMF Managing Director...

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

by westlakeFi | October 11, 2018 | Retirement, Stock Market | 0 Comments

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 floods have been underestimated,” was the Houston Chronicle ‘s headline, November 27, 2017. Author, Mihir Zaveri wrote, “A higher rainfall estimate for a 100-year storm means developers would need to design subdivisions and strip malls to compensate for higher runoff, and more...

Community Service

We are enthusiastic about giving back to our community. One of the ways we do so is by making donations in the names of our clients on their birthdays to The Greater Contribution. Since 2006, The Greater Contribution has provided over 13,000 microloans to women living in abject poverty in Uganda. These loans allow them to start small businesses and begin to work their way out of poverty. Another way we help make the world a better place is by partnering with local non-profits to help raise money by hosting charity poker tournaments. Do you have a favorite charity you support? Contact us today and ask about collaborating on a charity poker tournament.