1045 West Katella Avenue
We understand, based on our own transitions in life, that the journey can be difficult and as well rewarding depending on the planning and support we have along the way. We have seen our friends and families struggling to find the kind of support that is more than financial; it includes empathy and compassion for the individual and family.
Communication is key and a skill that we pride ourselves in by listening and really hearing to better address near, mid, and long-term goals. Our services are provided in the context of an on-going collaborative communication process unique to each of our clients.
Along the way, we educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help to better prepare for life’s transitions.
Multi-Strategy Investment Portfolios
Individual and Joint Investment Accounts
Exchange Traded Funds (ETFs)
Educational IRA (Coverdell Education Savings)
Retail Brokerage Accounts
Alternative Investments (Not in Stock Market)
College 529 Plans
Goal Based Financial Planning :
Included with Advisory Fee-Based Accounts utilizing AssetMark "Wealthbuilder"
Formal and Deliverable Financial Plans priced separately:
Retirement and Estate Planning - $2500
High Net Worth Financial Plans Coordinated with Client Legal and Tax Professionals - $5,000-$10,000
Small Business Planning- $5,000 -$10,000
Succession and Exit Planning
Funding plans for Buy - Sell Agreements
Disability Income Insurance
Variable Universal Life
Fixed Index Annuities
Small Business Heath Insurance
Small Business Employee Benefits
firstname.lastname@example.org | 714-852-0220