Our Process
It All Starts with Education
- In depth Retirement Planning Courses currently taught at eight college and community campuses throughout Los Angeles and San Bernardino Counties
- Weekly and monthly market updates
- Ongoing continuing education opportunities
- Client book and article reading assignments
- Educational events for CPAs and attorneys regarding advanced planning concepts
Get Organized for Financial Independence
- State of the art tools to integrate your entire financial picture - making sense of how your investments, property, retirement accounts, business assets, spending and budgeting, just to name a few categories, will work together towards your goals
- Getting an accurate and up to date picture on what you earn, spend, own and save
- Maintain and monitor your balance sheet and cash flows
Build a Roadmap to Unlock Your Best Life
- Your pre and post retirement budget and income plan
- Sensible strategies for retirement savings and spending
- Maximizing tax efficiency
- Planning for milestone events - e.g. weddings, asset purchases and sales, business transitions, etc.
Investing for Long Term Success
- Construct an investment strategy that matches your lifestyle and financial goals
- Utilize techniques to increase income certainty and reduce risk, while pursuing long term returns
- Gain access to unique opportunities for Accredited and Qualified Investors
Rounding Out Your Plan
- Defined Benefit and Cash Balance plans for high income business owners and independent contractors
- Managing risk via comprehensive insurance planning
- Strategies for funding college for children or grandchildren
- Defining, protecting and enhancing your family legacy
