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Guidance that can help you understand and better define your financial goals.Learn More
*These services are offered by Brent Larsen through his affiliation with HD Vest
Serving Our Clients in Wealth Management, Business Accounting and Individual & Business Tax Preparation
Welcome, we are Associated Professional Advisors, Inc., a financial organization serving the communities of Lompoc and Santa Maria since 1986. Our website offers a wealth of information in the form of newsletter articles, calculators, and research reports. Our hopes are that you will find the information contained here informative and of worthwhile note.
We are hopeful that your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, taxes, tax planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Here are 5 reason why you may consider working through retirement.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Tips on insuring your teen driver.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Life insurance proceeds are generally tax-free. But not in all cases.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
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.
Using smart management to get more of what you want and free up assets to invest.
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
The importance of life insurance, how it works, and how much coverage you need.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
When markets shift, experienced investors stick to their strategy.
Learn about what risk tolerance really means in this helpful and insightful video.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What are your options for investing in emerging markets?
If you died, what would happen to your email archives, social profiles and online accounts?