Services

 

Retirement Planning (Part 1)

Retirement Planning & Our 6 Core Principles Our Retirement Planning process is rooted in providing each of our clients honest, objective advice with a personalized retirement plan – that’s our goal. You can receive a customized report with strategic recommendations tailored to your goals and...
 

Investment Advisory Services

HDSAM: HDSAM is a growth and income portfolio with a current objective of growth with a secondary objective of providing a future rising income stream. The portfolio recommendations come from a series of macro and micro economic calculations including, but not limited to, Modern Portfolio Theory...
 

Useful Tools

Here are some useful tools that you can use in your retirement planning process. It is always a good idea to regularly review your projected CalSTRS retirement income options. Click here to build your custom projection. http://www.calstrs.com/Calculators/index.aspx Also, if you are approaching 70 ½...
 

403(b)-7 Custodial Services

Specifically designed for employees of Public Schools and other 501(c)-3 institutions, these plans allow teachers to defer a portion of their annual salary through pre-tax deductions from their paychecks. GWN Securities has a proprietary custodial account through Counsel Trust that allows...

Products

 

Retirement Plans

HuttoDean provides retirement planning, through GWN Securities Inc., to employees at over 100 school districts in the greater Southern California area and offers a wide array of retirement plans. 403(b)-TSA The 403(b) is a tax deferred retirement plan available to employees of educational...
 

Individual Retirement Accounts (IRA's)

Contribute Already have an IRA? Contribute to your account and take advantage of the power of compounding. Make a deposit to your IRA. Questions? Have an IRA experienced Advisor contact you . Consolidate Do you have an IRA or a 403(b) or 401(k) from a previous employer? Learn about the benefits of...
 

Mutual Funds

An Introduction to Mutual Funds Over the past decade, American investors increasingly have turned to mutual funds to save for retirement and other financial goals. Mutual funds can offer the advantages of diversification and professional management. But, as with other investment choices, investing...
 

Fixed Annuities

Fixed Annuities Traditional Fixed Annuity Traditional fixed annuities offer a guaranteed minimum interest rate and guarantee your principal. These guarantees are backed by the claims paying ability of the insurance company that issues the contract. Interest rates vary from company to company, but...