North County Group, Inc

Formed by independent financial planners, retirement specialists, CPAs, estate and tax attorneys working as a team for you

Welcome to North County Group, Inc where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We know that financially successful individuals, families, and business owners share three common goals:

 

  1. They desire to reduce their current and future taxes;
  2. They wish to ensure their lifestyle, both now and in retirement; and
  3. They want all their financial affairs coordinated, including financial, tax, legal, and insurance matters.

Unfortunately, most fail to fully achieve any one of these goals, much less all three, primarily because their current financial professionals do not work together in a collaborative and holistic manner. After all, each professional works for a separate firm with no incentive to coordinate matters outside their immediate responsibilities.

North County Group, Inc. was formed by independent financial planners, tax planners, CPA's, estate attorneys, Business law attorneys, insurance experts, and other complementary professionals to address this fundamental flaw in most investor’s financial situation. Working as a coordinated team, we regularly discuss our client’s situation in order to be proactive in reducing taxes, managing investments, and reducing risks.

Catering to individuals, families, and business owners, we provide completely integrated retirement, investment, tax, legal, and insurance planning that finds synergies and eliminates conflicts.

                               
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Newsletters

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Why You Want to Know How Much Your Business is Worth

An up-to-date valuation may seem like an unnecessary expense for a small business, but it could prove to be invaluable to achieving long-term goals. Knowing the current value of a business can affect how an owner might approach everything from retirement to estate conservation to a succession strategy.

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