Our Services

We understand that navigating through the often changing financial landscape can be a difficult, confusing and daunting task. Often we see individuals who in the search of clarity and direction, receive contradictory advise from friends, relatives or biased financial advisors, making their situation more confusing and their future's outlook more opaque. During your consultation with us, you will receive sound and unbiased recommendations that are specific to your situation, goals and objectives.



Our Services Include

Comprehensive Financial Planning

You may feel that your financial needs require more attention than a simple consultation, therefore we offer a Comprehensive Financial Plan which primarily covers the following areas:

1. Investment Management

2. Retirement Planning

3. Tax Planning

4. Estate Planning

5. Risk Management

6. Education Planning

7. Cash Flow Management

During the initial stage, we will gather all the necessary information to better understand any challenges you may be facing. While working with you, we will establsh goals and prioritize your objectives, both short and long term. We will identify any potential problems and after answering all of your questions, we will provide you with a written financial plan, which will include the solutions to help you achieve your goals. 

Once the plan is in place, we can help you execute the strategies included in the document. Our relationship does not end there. We will help you monitor the plan and you will continue to receive advice and guidance from us throughout every stage of your life, to make sure you stay on track to meet your goals and objectives. 

Additional Services

If a comprehesive plan is not right for you, we can provide guidance in the following areas:

1. Retirement Planning Analysis and Recommendations

2. Custom Portfolio Allocation and Ongoing Management

3. Wealth Accumulation Analysis, Recommendations and Ongoing Management

4. Estate Planning Analysis and Strategies

5. Tax Reduction Strategies

6. Risk Assessment on Health, Life and Disabilty Insurance

7. Company Sponsored Retirement Plans

8. College Funding Strategies

Our goal during your consultation is to provide you with answers to all your financial questions and concerns. We want to help you make the right decisions. For questions, or to schedule a consultation, please call us at 714-919-4446. We look forward to meeting with you!