Helpful Websites
My Social Security
Create a my Social Security account for your exclusive use to review your Social Security Statement, which includes estimates of future retirement, disability and survivor benefits. Verify the annual earnings posted to see if they are correct. View estimated Social Security and Medicare taxes you’ve paid, in addition to many other features.
http://www.socialsecurity.gov/myaccount/
Money As You Grow
20 things Kids need to know to live financially smart lives. This website provides milestones for kids in different groups between the ages of 3-5, 6-10, 11-13, 14-18 and 18+ years old. Each age group is given four (4) guidance topics on the use of money and activities they can do. This learning website was selected by the American Library Association as one of its Great Websites for Kids.
http://moneyasyougrow.org/
Annual Credit Report
The only official website explicitly directed by Federal Law. You are able to get one (1) credit report per year from each credit reporting company (Equifax, Experian and TransUnion). Credit reports may affect your mortgage rates, loan and credit card approvals, apartment requests, or even your job application. Ensure that all the information on your credit reports is correct and up to date.
https://www.annualcreditreport.com/
Opt Out Prescreen
The official Consumer Credit Reporting Industry website to accept and process requests from consumers to Opt-In or Opt-Out of firm offers of credit or insurance. May request Opt-Out (electronically) for up to 5 years, and through mail permanently.
https://www.optoutprescreen.com/
National Do Not Call Registry
The official Federal Trade Commission website providing you a choice whether to receive telemarketing calls at home. You can register your home or mobile number for free.
https://www.donotcall.gov/
Scam Stories
Includes seventeen real life stories from people who were targeted by scams. Some lost money and others did not. Interviewees explain how scammers reached out with promises of easy money or lucrative investments. Others posed as IRS agents demanding payment of back taxes. This Financial Industry Regulatory Authority (FINRA) website highlights the default ways of thinking, that may have led some to become victims of fraud and protected others against monetary losses.
https://www.finrafoundation.org/scam-stories
Medicaid Planning Assistance
American Council on Aging resource to help determine your Medicaid eligibility.
https://www.medicaidplanningassistance.org/
Mission Statement
Our mission is to enhance our client’s financial security and peace of mind. We take great care in listening to our client’s needs and objectives, so that we can build customized investment portfolios to help them achieve their financial goals and dreams.
Services
We provide financial and investment services including Registered Investment Advisory Services, Private Portfolio Management, Financial Planning, IRAs, College Savings Plans, Life Insurance and Estate Planning Assistance.
Client Letters
Click HERE to view our newly published Client Letter for the Spring of 2024. You can also view any other of our archived Client Letters and Newsletters which contain advice and tools to help you navigate the myriad of financial news and trends.
• Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory).
• Securities offered through Osaic Wealth, Inc., Member FINRA/SIPC
• CA Financial Services, Osaic Advisory and Osaic Wealth are separate companies.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
