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Financial Growth Management

Financial Growth Management

A fee-only Orange County California Registered Investment Advisor. As a financial advisor, we offer investment management, tax planning, and retirement solutions.

  • About
    • Success Stories
    • Meet the Team
  • What We Do
    • Investment Management
    • Social Security Timing
    • Tax Planning
    • Retirement Planning
  • FREE FINANCIAL ASSESSMENT

Managing Wealth For Successful Professionals

Optimize your investments. Lower your taxes. Grow your wealth.

GET YOUR FREE FINANCIAL ASSESSMENT

Investments


Social Security


Retirement Planning


Retirement Income


Risk Management


Tax Planning


Are We a Good Fit?

Our Typical Wealth Management Clients Look A Little Like This

(Note: These case studies are hypothetical, do not involve a client, and should not be construed as a guarantee.)

Retirement Case Study 1

Case Study 1: Nearing Retirement

Jeffrey and Katherine. Ages 52 & 48. Jeffrey and Katherine want to make sure that their investments are managed in such a way that the growth from their investments and the income from their current salaries will allow them to retire when Jeffrey reaches age 60. Jeffrey is an executive at an established, privately-owned technology company, and Katherine has recently re-entered the workforce.

Read moreCase Study 1: Nearing Retirement

Case Study 2: Retired

Susan, age 62, who has recently retired, wants to make sure that her investments are managed in such a way that the income from her investments can fund her current lifestyle, now that she is no longer receiving a salary. She also wants to find an advisor she can trust to manage the day-to-day aspects of investment management, so she can focus on things she enjoys doing.

Read moreCase Study 2: Retired

Why Work with Us?

We are a Fiduciary

We have chosen to be a fiduciary for all of our clients. This means that we are legally required to act in our clients’ best interest at all times. It’s the right thing to do.

No Commissions

We are a fee-only advisor. There are no sales quotas or hidden fees. We don’t receive commissions from sales. Our fees are transparent and easy to understand.

Established 1986

As a financial planner in Orange County, CA, we’ve seen through up markets, down markets, and sideways markets. We’ll put that experience to work for you.


Wealth Management for the 21st Century

Sophisticated financial planning doesn’t have to be confusing.

By partnering with leading technology partners, we provide you with state-of-the-art financial planning and reporting, which you can access 24 hours a day 7 days a week. 

Bring all your finances together into one cohesive plan that moves you toward your goals.

Wealth Manager Orange County California

We Partner With Well-Known Institutions To Safeguard Your Money

Seminars

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EMAIL

hello@financialgm.com

PHONE

(714) 243-4340

LOCATIONS

Serving clients nation-wide from Southern California

Learn more about this advisor’s background on FINRA’s BrokerCheck.
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