Striving to Elevate & Accelerate Your Wealth Today, for Tomorrow

Discover Your TRUE Budget Discover Your Risk Profile

MB 1x1 PFP@0.5x

Experience, Integrity, and Forethought

How we do business

We get to know you and your family. Understanding where you’ve been, where you are now and where you’d like to go from a personal, financial and professional perspective is paramount in tailoring a financial plan that is best suited for YOU!

Areas of Focus

We Specialize in Comprehensive Financial Planning ranging from Retirement Planning, Investment Planning, Insurance Planning and coordination of Estate Planning.

Personal Consultation

When we meet, we will talk about your goals, issues, and concerns, and plan for a way forward.

Contact Mike Bornstein

Get in touch by Email, Website, or Phone.
We will personally respond to you!

Investment Management

Financial Planning

Providing team coordination and financial solutions.

Want to learn more about how we can work together to achieve your financial goals? Reach out today!

Areas of expertise

We Specialize in Comprehensive Financial Planning ranging from Retirement Planning, Investment Planning, Insurance Planning, and Estate Planning

FINANCIAL POSITIONING

Cash Flow

Cash flow analysis
Budgeting

Debt Management

Current debt analysis
Debt restructuring
Mortgage options
Financing options

Emergency Fund

Structure and funding

RETIREMENT PLANNING

Accumulation Phase

Retirement goal setting
Retirement income projections
Employer-sponsored retirement plans
IRAs and Roth IRAs
Saving strategies

Distribution Phase

Income distributions strategies
Social Security optimization
Medicare/Medigap
Required minimum distributions
Pension options

INVESTMENT PLANNING

Portfolio analysis
Asset allocation
Security selection
Cost and fees
Concentrated stock positions
Stock options and restricted stock
Non-qualified deferred compensation
Education funding
Major purchase funding strategies

PROTECTION PLANNING

Life insurance
Disability income
Long-term care insurance
Health insurance
Homeowner’s insurance
Automobile insurance
Excess liability coverage
Group coverage

ESTATE PLANNING

Wills & Trusts coordination
Beneficiary designations
Powers of attorney
Health care proxies
Guardianship for minors
Special needs planning
Business succession planning
Legacy planning
Gifting strategies
Federal and state estate taxes

TAX PLANNING

Deductions and credits
Tax efficient investing
Asset location
Ownership structures
Cost basis analysis
Tax loss harvesting
Carry forward losses
Health savings and flexible savings accounts
Liquidation strategies
Roth IRA conversions and re-characterizations

Investment Management

Financial Planning

Any more questions? Feel free reach out!

Phone, Email, or Get-in-touch are all great ways to let me serve you!

IMPRINT

Mike Bornstein | Wealth Management Advisor

* Investment-related services are provided by:

Signature Resources Capital Management, LLC – 426 Main St, 1^st Floor El Segundo, CA 90245
Phone: +1 (310) 968-3192 | Email: mborn@srcmadvisors.com

Main Office: 100 Bayview Circle, Suite 100, Newport Beach, CA 92660

DISCLAIMER

The information contained on this website is for general information purposes only. The information is provided by Mike Bornstein and while we endeavor to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk.

Home | Solutions | Investment Management | Financial Planning | Team | About | Disclosures | Form CRS | FAQ | SRCM Insights | Login | Contact

© Copyright – MikeBornstein.com & Signature Resources Capital Management, LLC