1365 La Culebra Cir
Thinking about financial freedom -- YOURS!
The Advice Paradox
You're either getting advice you're not 100% sure about, or not paying enough attention, maybe some of both.
It Gets Worse
If you don't strategize, you'll have the #1 Retirement Regret: I failed to plan. Nothing is worse. It's not too late.
Don't Let Inertia Win
You've got a million puzzle pieces in your financial plan. We leverage technology to make your picture beautiful.
Not all advisors communicate like advisors
We promise to never say standard deviation, correlation, disintermediation, diversification, or any "ation" word.
It’s not just the ups and downs of the stock market. Taxes and inflation are killing you.
Your 401k is not the answer. Neither is just spending it like there's no tomorrow.
There’s got to be a better way. We’ve got some ideas.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
How much risk do you want? How much risk do you have in your portfolio? How much risk do you need to reach your goals?
Are all your accounts connected to the advice you're following? Have you looked into the future to develop a clear and complete financial picture?
Do you have multiple advisors handling different parts of your financial plan? Or do you have no advisor handling any of it? How do you know if you're on track?
Unfortunately, you've probably saved the majority of your retirement in 401(k)s and IRAs. If tax rates go up, how much of your hard-earned money will you really get to keep?
By wisdom a house is built,And by understanding it is established;And by knowledge the rooms are filledWith all precious and pleasant riches.
I have a family.
I share this because family is important, and if we're going to end up working together, you'll be like family too.
I've seen what happens when companies don't treat their clients like family. Right out of college, I hired on with a big corporation, started out thinking, "this company really cares about me and about our customers!" For about ten seconds, the dream was real. Then reality hit.
At UCLA, in the Computer Science department, in 2000, I thought I'd be a millionaire by the time I was 30 after brilliantly launching a "dot com." Then the next four years happened and the market had nearly dropped 50%. Talk about a "dot bomb!"
In hindsight, I'm so glad that original vision didn't pan out. I wouldn't be standing here, with the opportunity to work with you.
I want to be sure that as many families, individuals, and businesses as possible have the right financial plan. I want to enjoy my family, honor Jesus, live my gifts in the service of others, and I want to transform this industry.
If this feels like you, reach out to us. Get your risk number. We’ll make you the best dang financial plan you could have wished for. There won’t be any sales pitch. I promise. We're gonna take care of you.
Our active investment management process is tailored to meet the needs of each client. Each client's portfolio is properly allocated and diversified across a range of investment selections. We consistently review global and national trends looking for opportunity.
We help to make a plan to pursue your financial goals and serve as an advisor in your financial decisions. Our process includes a comprehensive overview of your savings, investment, and retirement accounts. We'll also analyze cash flow, insurance policies, and any other relevant financial matters in your life.
You may have a life insurance, disability, or annuity need. Any current policies and contracts can be reviewed to be sure they are the appropriate option for your situation. If we advise that changes should be considered, we handle all aspects of the process from quotes to policy issue. Business owners with needs for key man or buy/sell policies work with us to find the best options for their corporate insurance policies too.