Understanding Today’s Financial Environment
Welcome, we are Raymond Wesley Wealth Management, a financial organization in Irvine, CA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
A few strategies that may help you prepare for the cost of higher education.
When you’re married and have children, insurance needs will be different.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator demonstrates the power of compound interest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The decision whether to buy or rent a home may have long-term implications.
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Investors seeking world investments can choose between global and international funds. What's the difference?