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Western International Securities, IncDivider

Lisa-Ann T. Nouchi

400 Boyd Street
Vacaville, CA 95688

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When Do You Need a Will? Charitable Giving: Smart from the Heart

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.

Helpful Content

Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

 

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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