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.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
There’s a link between debt and stress.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Tips to avoid checking in luggage on your next vacation.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Is your estate in order? This short quiz may help you assess your overall strategy.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Healthy habits are one of the greatest gifts to give your child.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How do the markets usually react to elections? Was the 2016 election any different?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Have you explored all your options when it comes to managing your taxable income?