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Serve, Protect, Guide, & Advise

We pursue our passion for Personal Finance by helping Individuals, Families, and Businesses achieve life goals through the proper management of their financial resources; we assist people in making smart decisions with their money. By having the proficiency to truly understand ones needs, we have the ability to construct a personalized financial plan that aligns with a clients goals, risk tolerance, & time horizon.

No matter what goal you are trying to achieve, whether that be: building wealth through investing, ensuring loved ones are financially secure, mitigating your portfolio from volatility,  planning for a comfortable retirement, structuring a successful income plan, or protecting & transferring your estate in an efficient manner, we are committed to your success!

By creating a financial strategy that addresses your entire financial picture, you have the ability to direct your life, create your future, and build a legacy.

Our services include:

<strong>Risk Mitigation/Management</strong>

Risk Mitigation/Management

Budget Planning

Disability Income

Life Insurance Protection

Long-Term Care

Pension Maximization

<strong>Investment &#38; Retirement Planning</strong>

Investment & Retirement Planning

Annuity Programs

Cash Flow Analysis

Income Distribution

Professional Portfolio Management

Pre & Post Retirement Strategies

Rollovers for Employer Retirement Plans (403b, 401k, 457, TSP)

Tax Minimization

Wealth Accumulation & Preservation

<strong>Legacy Planning</strong>

Legacy Planning

Education 529 Saving Plans

Inherited IRA's

Revocable Living Trusts

Start making smart decisions with your money today! It would be our pleasure to provide you with a no cost, no obligation, free financial consultation. | (858) 503-2317