Broker Check

Jerry Strayve

(619) 990-3649
[email protected] 

My Story An Arm and a Leg A Bucket Plan to Go with Your Bucket List
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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Father Knows Best

Father Knows Best

Financial behaviors you learned from dad may be influencing your own confidence in managing money.

Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

 

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

How Income Taxes Work

A quick look at how federal income taxes work.

First Things First

These four essential steps can help to increase your financial confidence for the year ahead.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Business Cycle

How will you weather the ups and downs of the business cycle?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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