DonnaLea.com

752 W. Town and Country Rd.
Orange, CA 92868
Phone: 714.750.3090
FAX: 714.750.3091

Email:
donna@donnalea.com

As a financial advisor, I strive for a collaborative process that produces a deep long-lasting relationship over a broad range of financial needs. Therefore, my mission is to help clients take advantage of those opportunities by providing them with three key tools:

1. A clear understanding of their goals
2. A well-defined road map to achieve those goals
3. Ongoing advice to adjust their roadmap when needs change

I cover many areas of financial services, from investment and retirement planning to risk management and estate conservation. As an independent financial advisor, I offer services that are designed to lower overall risk and help increase your assets by using various resources and strategies while striving to deliver a high level of service and expertise.

Please visit this site often, since the content is constantly changing. Remember that most people do not plan to fail, but rather fail to plan, so contact me today to take the first step toward improving your financial future.

Best Wishes,
Donna Lea

Financial Advisor
Royal Alliance Associates

Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.

Disability Income Insurance
How much Disability Income Insurance do you need?

Capital Gains Taxes
Estimate short-term and long-term federal capital gains taxes

More Calculators>>>

What Does the Dollar Do for You?
Which is preferable, a strong dollar or a weak one?

Will Going Green Grow Green?
About one out of every nine dollars under professional management in the United States is already invested according to socially screened criteria. There are several key questions to ask yourself when considering how this rising tide could affect your portfolio.

Charity That Pays
By organizing your giving, you can make it more effective, allowing your largess to benefit not only the intended charity, but potentially yourself and your heirs. Two popular ways to structure your giving are charitable lead trusts and charitable remainder trusts.

No Better Time Than Now
You may not associate this time of year with reviewing the beneficiaries on your life insurance policy — nonetheless, it can be a good time to take this important step.

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