Office One

30410 Sea Grape Terrace, Suite 4

Big Pine Key, FL 33043

Office Two

25185 Madison Ave

Suite A

Murrieta, CA 92562

Our First Priority Is Helping You Take Care Of Yourself And Your Family 

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
Then together, we can put a custom-tailored plan together.

Services

Retirement Planning

Retirement Planning

How much money do you need to enjoy the lifestyle you want when you retire?  Most people underestimate the amount they need. 

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Tax Planning

Tax Planning

Tax planning is a process to forecast your tax liability and create strategies that help to reduce the amount you owe in taxes with the end view of tax efficiency.

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Financial Planning

Financial Planning

Financial planning helps you determine your short and long-term financial goals and create a balanced formalized written plan to meet those goals.  

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Estate Planning

Estate Planning

No matter how modest or extensive your estate is, it pays to have a plan to manage how your possessions are distributed to the people you care about.

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Risk Management

Risk Management

Risk management and asset protection is the process of identifying risks or threats, analyzing and mitigating uncertainty in financial decision making.

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Insurance/Annuities

Insurance/Annuities

As part of your overall financial plan, it is smart to consider life insurance and annuities as strategy options to protect your and your family’s financial future.

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Wealth Management

Wealth Management

The goal of wealth management is to grow long-term wealth, combining financial planning, estate planning, tax advice, and investment management.

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College Planning

College Planning

Parents dream of providing their children with the best higher education possible, but with the cost of college, financial planning is important.  

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Words of Wisdom

"An investment in knowledge pays the best interest."

Benjamin Franklin

Welcome to the family

Welcome to the family

We believe in having a strong relationship with you; not just getting to know your portfolio, but getting to know you and your family.  A relationship is two-way, so having you get to know us is just as important. 

We want you to value the interaction, the honesty and commitment we provide to you and the trust we will always endeavor to earn.  We want to be your trusted advisor for the long-term!

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Our goals are your goals

Our goals are your goals

We believe the foundation for any recommendation we give is really getting to know you; knowing what’s important to you, what your goals are, and how we can build customized strategies that are uniquely created for you.

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Where do you want your financial roadmap to take you?

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family.  Whether it is formal or informal financial planning, we want to be your partner that helps to achieve your financial freedom! 

Call us today to see how we can help set you on the right path for success!

Have a Question? Want To Schedule a Free Consult?

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