Comprehensive Financial Services (CFS) strives to offer the most complete solutions to our clients’ financial needs and objectives. Whether it’s home or commercial financing, estate or investment planning*, life or health insurance, or trustee services, CFS hopes to offer a custom resolution for our clients.
In addition to founding CFS, Galo is an investment advisory representative* registered with H.D. Vest Advisory ServicesSM. Mr. Medina holds a Series 7 (General Securities) license, a Series 65 (Uniform Combined State Law) license, and California State Life Insurance and Annuity licenses. Also, He holds a Mutual Fund Counselor Charter (CMFC) from the College of Financial Planning, as well as a Certified Senior Advisor designation from the Society of Certified Senior Advisors.
Mr. Medina is responsible for the financial planning and investment areas of our practice. These services include investment advisory services, retirement planning, college education planning, estate/legacy planning, and personal/corporate life insurance. Galo also works closely with Matt Crammer and Robert Kern on tax planning issues in order to provide our clients with simplified, integrated, and comprehensive wealth management services.
Mrs. Robyn Medina has over ten years experience in the investment securities industry and is a registered representative for H.D. Vest Investment ServicesSM. She specializes in the college savings arena with an expertise of 529 plans.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at email or call us at 323-464-6040. We look forward to hearing from you.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Here are some simple and inexpensive energy-saving tips that may help you save money.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
When should you take your Social Security benefit?
Smart investors take the time to separate emotion from fact.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Why are 401(k) plans, annuities, and IRAs so popular?
How will you weather the ups and downs of the business cycle?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.