This calculator estimates your chances of becoming disabled and your potential need for disability insurance. The right executor may help ensure the distribution of your assets is done with as little upheaval as possible. Help determine the required minimum distribution from an IRA or other qualified retirement plan. With a few simple inputs you can estimate how much of a mortgage you may be able to obtain. A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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After graduating with a business degree in 1971, Dean was hired as a Financial Analyst for Teledyne Corporate offices in Century City, California. In 1973, he joined the audit staff where he audited Teledyne companies throughout the United States. Later, wanting to stay close to home he became Controller for 3 divisions of Teledyne and worked his way up to Director of Finance and Administration, managing six departments. With his passion to help his friends' and colleagues' increase their wealth, he started his first private investment fund in 1980.
Dean C. Tellone, the President and CEO, founded Tellone Management Group, Inc., in 1987 in Anaheim Hills, California. Mr. Tellone was born in Southern California and has. Steve was born in 1970 in Orange, CA. He earned his Bachelor of Science degree in Business Administration from the University of Southern California (USC) School of Business in 1992.
Maximizing and maintaining wealth to realize your goals. Our firm's active management style takes advantage of market movements, protecting against downside risk and securing hard earned gains. We utilize a variety of different investment vehicles to put your money to work and provide investments tailored to your personal financial goals.
Everyone has a unique perspective on what makes for the "ideal life." Whatever it may be, your ideal life is about you! For this reason, it is our belief that a proper wealth management program must be centered on the values and relationships that are most treasured and meaningful in your world. Active wealth management is about forming a partnership with a team of financial experts and choosing to have an active role in your future. Our approach is focused on the BIG PICTURE, but multi-faceted to capture details, plan accordingly, monitor progress, and adjust as necessary.
Reviews (1)
Jeff Krahl
Mar 12, 2021
