Your Financial X-Ray

Economics & Family | Home of the Financial X-Ray®

Our Financial X-Ray process has helped guide many families and business owners into making fewer financial mistakes, allowing them to keep more of what they earn and build a stronger family legacy.

Financial Planning Doesn't Need To Be Complicated

It is our job to fully understand your financial situation and retirement goals. We work with you to identify any critical mistakes or gaps in your financial plans to help create a plan custom to you. By offering a wide range of financial services and retirement planning assistance, we help our clients achieve the retirement of their dreams.

Retirement Planning

Creating a comprehensive plan to help you enjoy your golden years.

GROWTH

Prepare for retirement by putting your hard-earned assets to work.
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Retirement Income Strategies

Replacing your paycheck with guaranteed income streams.

GROWTH

Prepare for retirement by putting your hard-earned assets to work.
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IRA & 401(k) Rollovers

Putting your retirement savings to work for you.

GROWTH

Prepare for retirement by putting your hard-earned assets to work.
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Tax-Efficient Strategies

Identifying opportunities for tax savings and avoiding potential tax consequences.

PRESERVATION

Protect the assets that can help you live the life you’ve always imagined.
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Long-Term Care Planning

Planning for the unexpected to help preserve your assets.

PRESERVATION

Protect the assets that can help you live the life you’ve always imagined.
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ASSET PROTECTION STRATEGIES

Planning for market volatility, downturns and potential tax increases.

PRESERVATION

Protect the assets that can help you live the life you’ve always imagined.
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IRA Legacy Planning

Creating a tax-efficient strategy to pass assets along to your heirs.

GIVING

Provide for the people and causes you care about the most.
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CHARITABLE GIVING

Giving back to those organizations that you value most.

GIVING

Provide for the people and causes you care about the most.
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ESTATE PLANNING

Leaving a lasting legacy for your loved ones and avoiding probate.

GIVING

Provide for the people and causes you care about the most.
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Our Step-By-Step Process For Financial Success

Step 1

We identify your critical financial mistakes.

How many critical financial mistakes have you made in the past? How much did they cost you? We answer these two questions in our first step.
Step 2

We show you a map of your future.

We create a customized plan, eliminating costly financial mistakes and show you a roadmap to your financial future.

Step 3

We guide you to execute for success.

We guide you to take the right action steps and become confident in making the right financial decisions for yourself and your family.
Step 1

We identify your critical financial mistakes.

How many critical financial mistakes have you made in the past? How much did they cost you? We answer these two questions in our first step.

Step 2

We show you a map of your future.

We create a customized plan, eliminating costly financial mistakes and show you a roadmap to your financial future.

Step 3

We guide you to execute for success.

We guide you to take the right action steps and become confident in making the right financial decisions for yourself and your family.

Tune In To Radio Hamrah

For more than 15 years, the Economics & Family Radio program has provided financial information to the Persian community throughout the greater Los Angeles and Orange County area.

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“We’ve found a new financial freedom with Economics and Family. Nick and his team have made a huge impact on our lives.”

TOM SERRANO

Discover how the Financial X-Ray® Process has helped families like yours.

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