Broker Check

Windus Fernandez Brinkkord

Senior Vice President of Investments

Gary Sussman

Wealth Advisor/ Investments Advisor Representative

12526 High Bluff Dr
Suite 150
San Diego, CA 92130

Get Office Directions

(858) 755-6696 x 3201

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The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot Can Election Results Predict the Market?

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Helpful Content

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

The Good Ship IPO

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The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

 

Countering Counterfeit Currency

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Insuring Your Business With a Buy/Sell Agreement

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The Investment Risk No One’s Ever Heard Of

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Systematic Withdrawals in Retirement

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Saving for Retirement

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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An Inside Look at Retirement Living

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Principles of Preserving Wealth

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The Fed and How It Got That Way

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Acres of Diamonds

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Even low inflation rates can pose a threat to investment returns.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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