My practice is focused on structuring a sound, conservative retirement plan for people looking ahead to retirement or those already there. My client base is primarily retired individuals and small business owners and professionals planning for their future retirement. I work on a combination of fees and/or commission basis. My expertise is in retirement and estate planning.
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Variable Life , Variable Annuity , Long Term Care , Life , Disability , Annuity|
|Financial Organization Memberships:||The Planners Network|
Financial Advice & Consulting
As an Independent Financial Advisor, I can be objective in the advice I offer my clients. I charge no fee for an initial "get to know each other" session. Your questions are answered and I have a chance to explain how I work and how I can help. Fees and services are explained, while you learn what to expect as a client.
Like your family Doctor who refers you to specialists, I also refer the actual management of my clients investment accounts to those with the greatest expertise. I have access to some of the top Institutional Money Managers in the world, as well as top Mutual Funds. My responsility is to then keep track of your account and to be there when you have questions.
The focus of my work is on Retirement Planning, both for those working toward retirement and for those already there.
|Corona||Corona Del Mar|
|Dana Point||Diamond Bar|
|Foothill Ranch||Fountain Valley|
|Hacienda Heights||Hawaiian Gardens|
|La Habra||La Mirada|
|La Palma||Ladera Ranch|
|Laguna Beach||Laguna Hills|
|Laguna Niguel||Lake Elsinore|
|Long Beach||Los Alamitos|
|Mission Viejo||Newport Beach|
|Placentia||Rancho Santa Margarita|
|San Clemente||San Juan Capistrano|
|Santa Ana||Santa Fe Springs|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|