Managing Wealth For Professionals Over 40
Optimize your investments. Lower your taxes. Grow your wealth.
As Seen On
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: 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.
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.
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.
8 Critical Issues When Hiring A Financial Advisor
Are you searching for the best financial advisor? Our comprehensive guide highlights the 8 critical issues you need to know when hiring a financial advisor.
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We Partner With Well-Known Institutions To Safeguard Your Money
