Broker Check

TOMORROW’S LEGACY BEGINS WITH 
TODAY’S PLANNING


STRATEGIC PLANNING
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Whether you’re just entering your prime earning years or are nearing a well-deserved
retirement, we can help ensure your money best serves your needs.


Savings
• Individual Retirement Accounts
• 529 College Savings Plans

Growth
• Investments
• Mutual Funds
• Annuities

Security
• Trust Services
• Life Insurance
• Disability Income Insurance
• Long-Term Care Insurance


SAVINGS
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It’s never too early or too late to start saving for the important things in life. Let us help you
establish a plan that puts your money toward the things that matter most to you, whether
that’s a golden retirement or giving your kids the gift of a lifetime.


Individual Retirement Accounts

Start smart and retire on your terms. We’ll guide you through a variety of IRA plans, and put you in a portfolio that best suits your goals.

529 College Savings Plans

You knew it the first time you held them — you’d do anything for your children. Perhaps the best gift you can give them is a great education without crippling debt. Even better — let us help you realize the great tax advantages.


GROWTH
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There are so many financial instruments designed to help you grow your wealth.
Trust our financial experts to stay on top of evolving opportunities to ensure your investments remain
positioned for optimal return.

Investments

Rely on a trusted team of experts to help you navigate today’s complex financial market, and find the best routes to manage and grow your wealth.

Mutual Funds

Whether you favor an aggressive or conservative approach, we offer a wide range of funds designed to match your investment goals.

Annuities

Bolster your retirement strategy with fixed or variable options that provide a guaranteed income stream on your terms.


SECURITY
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Protecting your finances — and your legacy — is a must, whether you’re looking to safeguard your
own golden years or ensuring your loved ones are taken care of no matter what lies ahead.

Trust Services
Ensure that your beneficiaries gain access to assets more quickly and avoid potentially significant taxation with a well-crafted revocable or irrevocable trust.

Life Insurance
Create a foundation of financial security, comfort and stability for your family, plus contribute to a solid wealth platform that will benefit you throughout your life.

Disability Income Insurance
No one thinks it will happen to him. But, what if? Protect your income with plans that go well beyond employer group benefits.

Long-Term Care Insurance
Gain peace of mind by knowing you can maintain your well-being, dignity and desired lifestyle with a variety of smart plans.

Los Alamitos Office
4622 Katella Ave., Suite 202
Los Alamitos, CA 90720
(562) 296-8461 Phone
(562) 296-8464 Fax

Orange Office
631 E. Chapman Ave.
Orange, CA 92866
(714) 289-2123 Phone
(714) 289-0587 Fax

Norco Office
1791 Third Street
Norco, CA 92860
(909) 295-3107 Phone
(909) 614-7706 Fax

Beverly Hills Office
8383 Wilshire Blvd., Suite 600
Beverly Hills, CA 90211
(323) 965-6300 Phone