The Financial Coaching Group, Inc.

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The Financial Coaching Group, Inc. Wealth Management & Retirement Planning Specialists. We take the confusion out of retirement planning. Helping the World Retire - One Investor at a Time.

We are a small custom full-service retirement, investing, and income planning firm.

10/30/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
10/28/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

How many credit cards do you have?
10/26/2026

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

These 6 things might make your next return a prime target for an IRS audit.
10/23/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Social Security: Retirement's main source of income or monthly bonus? You decide.
10/21/2026

Social Security: Retirement's main source of income or monthly bonus? You decide.

There’s an alarming difference between perception and reality for current and future retirees.

Do you need umbrella insurance? Find out more.
10/19/2026

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
10/16/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

10/14/2026

With great wealth comes even greater questions. Learn more in our article.

10/12/2026

Wondering about your choices for putting aside money for retirement? Learn more about your options.

10/09/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Address

23046 Avenida De La Carlota, Suite 430
Laguna Hills, CA
92653

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 2pm

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