21700 Oxnard Street,
Your dreams and your plans set you apart. We recognize this difference. That is why we provide customized strategies – tailored to your needs and priorities.
We will work together to create a plan that fits your unique situation. Throughout the process, we will be there to provide information and answer questions. We can also help you monitor your progress to stay on track with your long-term objectives.
During this first step, our primary goal is to listen as you share your goals and objectives and to get a better understanding of what motivates you. We obtain a better understanding of where you are now and help you determine your risk tolerance. Additionally, we gather quantitative data, such as investment and insurance statements, tax returns, expenses, etc. Finally, we present our process to you and what the next steps are.
We develop a draft analysis that we use to compare your existing planning with your communicated goals and objectives, and then identify any potential gaps and opportunities in your financial strategy.
We present to you the results of your analysis with specific recommendations designed to meet your stated goals. Recommendations may be made in the areas of:
Retirement Income Distribution PlanningAsset Allocation and Investment StrategiesLong-Term Care PlanningSurvivorship PlanningEstate AnalysisCash Flow AnalysisEducation PlanningStock Option AnalysisMajor Purchase GoalsRisk Management Assessment
We can help you develop an implementation schedule for any additional products and services that can meet your needs.
We strive to develop lifelong relationships, working with you to adjust your financial strategies when life events, the economic environment, or legislative changes affect your planning in place. As a result, you can feel in control of your financial well-being and confident that you are doing all you can to prepare for your future.