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.
The Real Cost of a Vacation Home
What if instead of buying that home, you invested that money?
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
When to start? Should I continue to work? How can I maximize my benefit?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator may help you estimate how long funds may last given regular withdrawals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
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 will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Here are five facts about Social Security that might surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A quick history of the Federal Reserve and overview of what it does.
Agent Jane Bond is on the case, infiltrating the world of bonds.
It's easy to let investments accumulate like old receipts in a junk drawer.