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How we do business

Areas of Focus

We specialize in comprehensive financial planning ranging from retirement planning, investment planning, insurance planning, and coordination of estate planning.

Personal Consultation

We get to know you and your family, tailoring a financial plan that is best suited for YOU! When we meet, we will discuss your goals, issues, and concerns, then plan the way forward.

Contact Mike Bornstein

With Mike, you get experience, integrity, and forethought. Get in touch by email, website, or phone. He will personally respond to you!

Link to: Investment Management

Investment Management

Link to: Financial Planning

Financial Planning

Areas of expertise

FINANCIAL POSITIONING

Cash Flow

  • Cash flow analysis
  • Budgeting

Debt Management

  • Current debt analysis
  • Debt restructuring
  • Mortgage options
  • Financing options

Emergency Fund

  • Structure and funding
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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
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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
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PROTECTION PLANNING

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

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
Learn more

* Investment-related services are provided by:

Signature Resources Capital Management, LLC

Mike Bornstein | Wealth Management Advisor

Phone: +1 (310) 968-3192 | Email: mborn@srcmadvisors.com

Main Office: 426 Main St, 1st Floor El Segundo, CA 90245

Corporate Office: 120 Newport Center Drive, 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.

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