Phone: 949-468-0357 Fax: 866-268-9874

Services Provided.

Service Overview – Our team will provide you with sound advice and educate you with our findings and recommendations—We are a part of your team in working together.

You will receive a truly personalized service.  Every client has their own unique financial concerns and needs, and we understand this, and as time passes your goals will too. Financial Planning is an ever-evolving process and we adjust accordingly to your life goals.

We value personal, long-term professional relationships, in achieving your financial objectives. Below is a brief list of our services:

Comprehensive Financial Planning– By identifying the financial strengths and weaknesses of individuals/families/businesses, we can provide sound advice and implement strategies to help improve our clients overall financial health, portfolio, tax so they may achieve their goals and objectives.

Wealth Management – We utilize many strategies and products to create a diverse portfolio best suited for our given clients with tax efficiency, and the minimalist of fees in mind. We have access and can offer many highly experienced professionally managed portfolios ranging from equities, ETF and mutual funds, to fixed-income portfolios.

Estate Planning – By understanding a client’s needs we are able to minimize or possibly eliminate estate tax issues, understanding what the family needs are wealth transfer to heirs, avoiding probate, addressing living trusts.

Education Planning– We have helped many clients in implementing plans for their children’s educational funding needs and when they enter college.

Tax Planning – Although we are not CPA’s and enrolled agents, and do not provide tax advice, we provide tax planning strategies help minimize both federal and state taxes all geared to a client’s given situation.  Part of the comprehensive financial planning process is understanding and evaluating tax ramifications on the decisions you make.  We will coordinate with your CPA or enrolled agent in making your portfolio tax efficient, and taking advantage of all tax deductions and opportunities.

Protection Planning – Protection Planning is a critical tool in financial planning. Insurance does play a key role, especially in minimizing financial troubles throughout your work life and in retirement. We review all your current and employer insurance policies, including: life, disability, property & casualty, long-term care, and others, then provide commentary on the coverages; we will work with your agents to readjust according to your needs.

Retirement Planning–We can provide an analysis of your retirement status, and outlay a plan to accomplish this most important goal, to give you that peace of mind that you are doing the best for yourself and your family.

Business Planning – We tend to discover that many business owners do not truly capitalize their businesses to their advantage. Being business owners ourselves we fully appreciate and understand your position and what you go through. We uncover the untapped gems of your business. You will find that we utilize many techniques and strategies to fully maximize your business and make use of all advantages it has to offer so you can be more profitable.

401(k), Profit Sharing, and Defined Benefits and Defined Contribution Plans – We can tailor make plans according to our business clientele.

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