What Keeps You Up at Night? - FocusStage | Insurance Retirement Investments | Luis Zapata, Financial Advisor in Rancho Cucamonga, CA

HOME
About
Solutions
Resources
CONTACT

HOME
About
Solutions
Resources
CONTACT

WHAT KEEPS YOU UP AT NIGHT?

Please fill out this short survey as it will help both you and us understand what exactly are your concerns and goals in the future.

* Indicates required field

Name *

Email *

Retirement *

Financial Issues as retirement draws near Do I have enough to retire? How long will my money last? Should I roll over my 401(k)? Which is best? Ordinary or Roth? Should I consolidate my retirement plans? What are my 401(k) distribution options Required Minimum Distributions (RMDs) Which asset to spend 1st, keep to last?

Estate Planning *

Are my beneficiary designations correct? Should I stretch my IRA? Have I told my survivors my wishes? Do I know what I need to know about estate and inheritance taxes? Is my current plan maximizing my tax deductions to my heirs? Should I set up a trust? What should I do with my home at my death? What is IRD? Am I effectively managing my estate? How do I spend the assets I have left efficiently? How can I give my money away have enough retirement income, and still pass my assets to my children/grandchildren?

Eldercare *

Caring for my aging parents How will I be able to help a loved one with Alzheimer’s disease? Being a caregiver Finding the right care facility for an older relative Choosing long-term care insurance Making sense of Medicare. Power of attorney issues Executor and Executrix responsibilities

Education Planning *

What will it cost me to get ready? Understanding college savings options 529 college planning Do I qualify for financial aid for my kids? What is FAFSA? State or Private schools? Is there a way to shelter assets?

Life Events/Family Security *

Upcoming wedding expenses What to do when a relative dies New job/career – benefits review 401(k) plan choices for job changes Life Insurance – How much is enough? Divorce/Spouse death: Now you’re “on your own” Grandchildren have arrived! I want to enhance their financial future Disability: Who will pay my monthly bills when I can’t work?

Financial Basics *

Organizing my financial records Create a household budget Reducing debt Creating a simplified “big picture” plan

Submit

QUICK CONTACT

* Indicates required field

Name *

First

Last

Email *

Phone Number *

Comment *

Submit

EDUCATIONAL VIDEOS

Educational Videos - Financial Advice in Rancho Cucamonga, CA

Educate yourself with our financial videos!

Quotes from Financial Advisor, Luis Zapata

I help people find money they are currently transferring away unknowingly
and unnecessarily.

Luis Zapata
Financial Advisor

Quotes from Financial Advisor, Luis Zapata

CONNECT WITH US:

IMPORTANT LINKS:

ABOUT
LUIS ZAPATA
APPROACH
CONTACT

VIDEOS
CALCULATORS
ARTICLES
FORMS

LOCATION:

FocusStage
10950 Arrow Route #2692
Rancho Cucamonga, CA 91729

Tel: (909) 944-9421
Fax: (909) 297-3233
luis@focusstage.com

Luis Zapata, Financial Advisor in Rancho Cucamonga, CA © 2018 FocusStage | Financial & Insurance Solutions. All rights reserved.