BBB 100% complaint free since
we opened our doors in 1999.
Your wealth represents your life's work and your current dreams. You want to find an advisor who will be with you for the long haul, whom you can trust to have your best interest at heart – not someone pushing product for a quick buck.
When was the last time your attorney, broker, banker, CPA, advisor, and insurance agent all sat together at the same time and at the same table with YOU to develop strategies to increase your investments, lower your taxes, and protect your family?
SOLUTIONS:
Protecting (and growing!) your net worth during times of economic uncertainty
Tax free lifetime income plans (you will never outlive)
Protecting your IRA/retirement plan from the 70% tax
Reducing or eliminating Federal estate tax, capital gains tax and gift tax
Stopping your beneficiaries (and their spouses or creditors) from squandering it all
How to leave a substantial bequest to charity without reducing your children's inheritance
Strategies to combat inflation and potential hyperinflation
Not one of my clients has lost money in 12 years!
We understand that you have many options when choosing a financial advisor. We recognize that this difficult decision will affect you and your family for years to come.
Orange County's Top Ten Most Common Financial Concerns
The recent economic events and recession have impacted many Americans. People across the country have seen their retirement dates delayed while others have been forced to leave retirement and rejoin the workforce.
Substantial losses and depleted savings are likely to force many people to continue working well into the future.
- How much will future tax rates need to increase to offset America's growing debt?
- What happens if the next market correction and decline occurs within 5 years of my anticipated retirement date?
- Will I be able to retire when I want? Will I be able to stay retired?
- Will I have enough money to last the rest of my lifetime?
- How could market fluctuations and other outside influences impact my retirement income?
- How much purchasing power do I stand to lose due to inflation in the next 5, 10, or 15 years?
- How will rising medical and long-term care costs affect me and my family?
- Estate Tax - Protect yourself from the changing laws and transfer wealth to your heirs tax-free.
- How do I know if I'm being taken advantage of by my broker and/or financial company?
- Is it possible to recover lost financial assets quickly and without risk to my principal?
Has your current advisor(s) discussed these issues with you and provided solutions?
If not, is it because he doesn't care or doesn't know?
Isn't it about time you received a second opinion?
