The Aldrich Wealth Management Group is dedicated to providing the best in personal Wealth Management for individuals and Transition Planning for the family business owner.
Daniel B. Aldrich, Owner/President
CA Insurance # 0801846
912 North Hollywood Way, Suite D
Burbank,
CA
91505
Phone:
- 818-760-0600 - Voice Only
Fax:
- 818-450-0610
E-mail:
Newsletters
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Three Ways to Help Build Financial Resilience
Here are some steps to help handle challenging times and potentially emerge even stronger.
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HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?
Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
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A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Lease Payment
How much would your monthly lease payment be?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.