Office One

30410 Sea Grape Terrace, Suite 4

Big Pine Key, FL 33043

Office Two

25185 Madison Ave

Suite A

Murrieta, CA 92562

 “ An investment in knowledge pays the best interest.” 

Ben Franklin

Money Minute Videos

Short Videos With Key Information To Help You With Financial Planning

Roth IRA Advantages: Money Minute From Leeward Wealth

Comparison of Roth IRA to a traditional IRA as a retirement savings vehicle. Advantages of a Roth IRA and how taxes are calculated for both options.

Emergency Money: Money Minute From Leeward Wealth

Emergency Money is money you can easily access for unexpected situations. What does this mean? Why you need it and how much should it be.

Why An IRA: Money Minute From Leeward Wealth

All About IRAs; What is an IRA (Individual Retirement Account), how it works, advantages, and tax implications.