Crown Wealth Management

Andi Y. H. Kang, CFP®

Welcome to

 Crown Wealth Management


    a full-service company specializing in retirement planning and estate conservation.





As personal financial professionals, we can:

  • Help you clarify and define your goals
  • Recommend solutions that fit your needs
  • Deliver timely information
  • Explain how changing financial conditions affect you
  • Monitor your financial progress
  • Make investment planning easier

 

Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.

If you have any questions, please call us at 714-962-1800 or e-mail. We will be happy to help. We look forward to talking with you.
Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

Newsletters

It's Not as Bad as You Think

Economic indicators, including GDP, are signaling continued growth, but consumer confidence is lower than it's been in years. Why do these figures seem to be moving in opposite directions?

Conserve Your Estate

Are your estate strategies up-to-date and ready for whatever legislative changes lie ahead?

Poverty and the Modern Millionaire

Being a millionaire retiree has never really been the status quo – but now this amount may not be nearly enough to maintain even a modest retirement lifestyle.

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

More Newsletters →