Lorch & Co Apc

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Accountants-Certified Public, Accounting Services

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Tomorrow: 9:00 am - 5:00 pm

(805) 496-4330Call Visit WebsiteVisit Website Map & DirectionsDirections370 N Westlake Blvd Ste 100Westlake Village, CA 91362 Write a ReviewWrite Review

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Westlake Village with Accountants-Certified Public

Thousand Oaks (2 miles)
Oak Park (5 miles)
Agoura Hills (6 miles)
Conejo Valley (8 miles)
Newbury Park (8 miles)
Simi Valley (12 miles)
Moorpark (14 miles)
Brandeis (14 miles)

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Extra Phones: Phone: (818) 225-9282
Payment method: all major credit cards, check, amex, discover, master card, visa
Neighborhood: Thousand Oaks
Other Link: http://www.nbscompanies.com
Categories: Accountants-Certified Public, Accounting Services

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Details

Phone: (805) 496-4330

Address: 370 N Westlake Blvd Ste 100, Westlake Village, CA 91362

Website: http://www.nbscompanies.com

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Lorch & Co Apc

Tax Planning
Robert Johanson is an advisory affiliate of NBS Financial Services. Robert is a CERTIFIED FINANCIAL PLANNER™ CFP® since 2002. He is also a Certified Valuation Analyst and a licensed California Real Estate Broker. In addition, Robert also has a Mortgage Loan Originator endorsement from the Nationwide Mortgage Licensing System. He utilizes his expertise to assist clients in the areas of financial and tax planning.
Estate Taxes
Roth IRA
IRAs are more important than ever in creating a strategic financial plan because that is where Americans save for retirement. After retiring, assets in 401(k) accounts can be managed by you in IRAs. For income tax purposes, they are treated the same as 401(k), 403(b) and other federally-qualified retirement accounts. They grow tax-free only until you withdraw money and withdrawals are taxed at your ordinary income tax rate. However, Roth IRAs are totally tax-free. Even withdrawals are tax-free. Converting a 401(k) to an IRA, converting a traditional IRA to a Roth IRA, and planning how your IRA accounts will be distributed to loved ones or charity upon your demise requires understanding the federal laws on qualified retirement accounts and knowledge of financial economics. The tax advantage of Roth IRAs must be calculated based on your current income, life expectancy, and other factors, and individuals must weight the cost of paying taxes on withdrawal from a traditional IRA or 401(k) to place assets in a Roth IRA and get tax-free income for life as well as estate tax benefits to heirs.
Income Tax
How much in income taxes will you pay? Use this 1040 tax calculator to help determine your tax bill for next April.

Investment Management
Good investment management and planning involves the placing of client funds into the proper investment vehicles that will likely yield the desired amount of growth and/or income. These vehicles are chosen based on the client's financial goals, risk tolerance, time horizon, and past performance of the investments themselves.
Mutual Funds
Utilizing this asset allocation, our advisors employ low-cost investment vehicles, such as exchange traded funds, mutual funds, individual equities, bonds, municipal bonds, and various alternative investment vehicles, to create an investment portfolio that is aligned with the client’s risk and return parameters.
Bonds
Wealth Management
Wealth management is the largest part of our business and starts with discovering the financial goals of our clients to create individualized financial plans that determine the feasibility of reaching those goals. As part of that plan, we develop strategic asset allocations that are individualized to each client and designed to take on the least amount of risk necessary while still working toward achieving the desired outcome.

Accounting Services

Financial Planning
Susan Crossan is the Chief Compliance Officer and a Financial Advisor for NBS Financial Services. Susan draws upon her medical background as a registered nurse to bring true caring and compassion to the financial advisory profession. Susan obtained her Master's Degree in Personal Financial Planning from the College for Financial Planning, in 2011. She holds her Series 65 Uniform Investment Advisor certification, and is licensed through the North American Securities Administration Association. Susan places immense value in the client-advisor relationships she nurtures, and spares no effort in ensuring their happiness with her services.
Retirement Planning
Retirement planning is the most common and frequently sought-after service that NBS Financial Services, Inc. provides to our clients.
Asset Management
Over time, we regularly monitor the portfolio and rebalance it when necessary to reflect the established allocation. At times, the entire asset allocation may also be revised and updated to reflect any changes in the client’s circumstances, their goals or their needs. Adjustment and change are an ongoing part of the process which eliminates bad investment results due to “set it and forget it” and emotional investing. The investment decisions we help you make are logical and strategic.
College Funding
NBS Financial Services delivers the financial independence, experience and expertise that you need to help you achieve your financial goals. Our team is dedicated to serving the needs of our clients by providing comprehensive wealth management, investment planning, tax planning, education planning, retirement planning and estate planning services.

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