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The Trusted Advisor | Dubots Capital Management

As the outlook for retirement changes, CPAs are in the ideal position to help clients prepare for the future.

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The Trusted Advisor | Dubots Capital Management | thetrustedadvisor.us Reviews

https://thetrustedadvisor.us

As the outlook for retirement changes, CPAs are in the ideal position to help clients prepare for the future.

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Family Limited Partnerships

http://thetrustedadvisor.us/video/family-limited-partnerships

27710 Jefferson Ave. Suite 101 Temecula, CA 92590. The Advisor’s Blog. Becoming Your Clients’ Trusted Advisor. Our goal is to assist CPA’s in becoming their clients’ Most Trusted Advisor. But what does that really mean? Learn more in this brief overview video. The Realities We Face. Americans face a mounting number of financial challenges as the population ages. Financial Advisors: What We Do. What role does a financial advisor play in helping you to orchestrate your future and retirement? How a Fixed In...

2

Captive Insurance Companies

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27710 Jefferson Ave. Suite 101 Temecula, CA 92590. The Advisor’s Blog. Becoming Your Clients’ Trusted Advisor. Our goal is to assist CPA’s in becoming their clients’ Most Trusted Advisor. But what does that really mean? Learn more in this brief overview video. The Realities We Face. Americans face a mounting number of financial challenges as the population ages. Financial Advisors: What We Do. What role does a financial advisor play in helping you to orchestrate your future and retirement? How a Fixed In...

3

Becoming Your Clients’ Trusted Advisor

http://thetrustedadvisor.us/video/becoming-your-clients-trusted-advisor

27710 Jefferson Ave. Suite 101 Temecula, CA 92590. The Advisor’s Blog. Becoming Your Clients’ Trusted Advisor. Our goal is to assist CPA’s in becoming their clients’ Most Trusted Advisor. But what does that really mean? Learn more in this brief overview video. The Realities We Face. Americans face a mounting number of financial challenges as the population ages. Financial Advisors: What We Do. What role does a financial advisor play in helping you to orchestrate your future and retirement? How a Fixed In...

4

Annuity Overview

http://thetrustedadvisor.us/video/annuity-overview

27710 Jefferson Ave. Suite 101 Temecula, CA 92590. The Advisor’s Blog. Becoming Your Clients’ Trusted Advisor. Our goal is to assist CPA’s in becoming their clients’ Most Trusted Advisor. But what does that really mean? Learn more in this brief overview video. The Realities We Face. Americans face a mounting number of financial challenges as the population ages. Financial Advisors: What We Do. What role does a financial advisor play in helping you to orchestrate your future and retirement? How a Fixed In...

5

Fixed Indexed Annuities

http://thetrustedadvisor.us/video/fixed-indexed-annuities

27710 Jefferson Ave. Suite 101 Temecula, CA 92590. The Advisor’s Blog. Becoming Your Clients’ Trusted Advisor. Our goal is to assist CPA’s in becoming their clients’ Most Trusted Advisor. But what does that really mean? Learn more in this brief overview video. The Realities We Face. Americans face a mounting number of financial challenges as the population ages. Financial Advisors: What We Do. What role does a financial advisor play in helping you to orchestrate your future and retirement? How a Fixed In...

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Our Team - Dubots Capital Management

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John P. Dubots, President and Founder of Capital Management attended the University of New Hampshire on an athletic scholarship where he played football and received a B.S. in Resource Economics and a Masters in Public Administration. He has been working in the…. Read More ». Read More ». Free Portfolio Risk Analysis. Click Here to Access. Click to read John's write up in Forbes magazine! Click to read John's write up in Fortune magazine! Hear John’s Radio Show:. Saturday mornings at 7:30 on KTIE 590AM.

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Six Retirement Trends - Dubots Capital Management

http://www.temeculafinancialplanner.com/six-retirement-trends

Today, most Americans are still in a state of uncertainty regarding the economy. Depending upon which side of the aisle you listen to, you’ll either hear the economy is getting better with references made towards low interest rates and increased consumer confidence or you’ll hear nothing has improved and indicators such as unacceptably high unemployment and an increased deficit. With this in mind, here are six major trends that must be factored in to any retirement plan:. If you work for state or local g...

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Give Yourself a Social Security Raise - Dubots Capital Management

http://www.temeculafinancialplanner.com/give-social-security-raise

Give Yourself a Social Security Raise. Social Security just celebrated its 76th birthday. Despite the lack of cake and streamers, this financial assistance program continues to be the number one source of retirement income for Americans. But did you know that there are steps you can take to increase your Social Security benefits? Follow the proper path and you can give yourself a pay raise during your retirement years. Here’s how:. Work for 35 years or more. Wait until your full retirement age. Social Se...

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Blog - Dubots Capital Management

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Today I’d like to discuss one way to generate a paycheck from your retirement savings. Immediate Annuities With an immediate annuity, a portion or potentially all of your retirement savings is given over to an insurance company in exchange for monthly income…. Give Yourself a Social Security Raise. Do I Have Enough Life Insurance? Today I’d like to discuss one way to generate a paycheck from your retirement savings. Immediate Annuities With an immediate annuity, a portion or potentially all of your r...

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Browse Articles - Dubots Capital Management

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Free Portfolio Risk Analysis. Click Here to Access. Click to read John's write up in Forbes magazine! Click to read John's write up in Fortune magazine! Hear John’s Radio Show:. Saturday mornings at 7:30 on KTIE 590AM. Free Social Security Workbook. Enter your information below to receive our 16-page Social Security workbook for 2016! Enter Your Email Address. Investment Advisory Services offered through John P. Dubots Capital Management, LLC, CA License # 0822926.

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Your Retirement Paycheck - Dubots Capital Management

http://www.temeculafinancialplanner.com/retirement-paycheck

Today I’d like to discuss one way to generate a paycheck from your retirement savings. With an immediate annuity, a portion or potentially all of your retirement savings is given over to an insurance company in exchange for monthly income guaranteed to last the rest of your life (no matter how long you live). You can also protect the income flow for your spouse or partner after you die by using a joint and survivor annuity. You’ll hear some advisers preach diversity and you are likely to receive the opin...

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Do I Have Enough Life Insurance? - Dubots Capital Management

http://www.temeculafinancialplanner.com/enough-life-insurance

Do I Have Enough Life Insurance? I often find that individuals of all ages are underinsured with respect to life insurance. I feel that it is important for anyone over the age of 25 to really understand life insurance not only as a tool to protect loved ones, but also as a sound financial investment and planning vehicle. Buying life insurance entitles the policyholder to the following benefits:. As a result of nearly a decade’s worth of market decline, many financial portfolios are left at just a fractio...

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Events - Dubots Capital Management

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Please contact our office for event information and schedule:. Please bring a guest that you would like to introduce to. New clients accepted by referral only. Free Portfolio Risk Analysis. Click Here to Access. Click to read John's write up in Forbes magazine! Click to read John's write up in Fortune magazine! Hear John’s Radio Show:. Saturday mornings at 7:30 on KTIE 590AM. Free Social Security Workbook. Enter your information below to receive our 16-page Social Security workbook for 2016!

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The Trusted Advisor | Dubots Capital Management

27710 Jefferson Ave. Suite 101 Temecula, CA 92590. The Advisor’s Blog. Becoming Your Clients’ Trusted Advisor. Our goal is to assist CPA’s in becoming their clients’ Most Trusted Advisor. But what does that really mean? Learn more in this brief overview video. The Realities We Face. Americans face a mounting number of financial challenges as the population ages. Financial Advisors: What We Do. What role does a financial advisor play in helping you to orchestrate your future and retirement? How a Fixed In...

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