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
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Don’t overlook the need for renter’s insurance if you rent your home.
Military families face unique challenges, making personal finance even more critical.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Lifestyle considerations in creating your retirement portfolio.
A look at how variable rates of return impact investors over time.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
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.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Do you know how to set up your financial goals for success? This knight does.
Learn about cyber liability insurance in this entertaining video.
Do you have causes that you want to support with donations?
Check out this video to begin separating fact from fiction.
If you died, what would happen to your email archives, social profiles and online accounts?
Even low inflation rates can pose a threat to investment returns.