Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Urbina Investment Group, LLC, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Purchasing homeowners insurance is critical for protecting your home.
A letter of instructions provides additional and more personal information regarding your estate.
Term insurance is the simplest form of life insurance. Here's how it works.
Knowing the rules may help you decide when to start benefits.
An increasing number have been developed to help individuals with their personal finances.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
It's easy to let investments accumulate like old receipts in a junk drawer.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
When do you need a will? The answer is easy: right now.