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Delivering the Support and the Financial Guidance You Need

We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.

Our Work Is Critical

Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business.

We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.

You Matter to Us

While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.  

We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at [insert contact information] any time.

We are always here for you.

Tracking # 1-971747

OUR MISSION: We provide planning, investment strategies and wealth management to families and business owners who are serious about addressing their important financial goals.  We do so through long-term relationships only and through conservative financial principles of investing and wealth preservation.

Let us help you with your important financial goals today!!



Who Are We?

We are a family practice with 20 years of experience based in Southern California and we believe that a client is "One who is under the protection of another."

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What Do We Do?

We get to know you, the people and things you care about, and what you want to acheive.  We then help you translate these things into financial goals and strategies.

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Why Should You Care?

Unless you have the time, talent, training and temperament to “go it on your own” you should give yourself and the people who count on you every possible advantage!

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Are you saving for retirement or for your children's education?  Are you a business owner who needs to protect what you've built?  Are you planning your estate or ready for charitable giving?  Have you addressed the possible need for guaranteed and rising retirement income?  

Be sure to take a good look at all of the "About You" pages and the extensive information & educational content in the "Resources" section! We're focusing on planning for-, close to-, and living in retirement. Retirement goals are one of the most important concerns we all share. Whatever your goals are, we can help.

It's all about You - Let's Talk!

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We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from us.

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Our Investment Philosophy

Stick with quality, spread the risk, think long-term, keep it simpler, listen to your "coach" - these are time tested tenets of a good investment philosophy.

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Our Process

We talk first, get to know you and let you get to know us!  We take our time, make a plan based on your goals and put it in place.  Then we help you stick with it!

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The Fiduciary Standard

The fee-based Advisory relationship allows us to put your interests first at all times, minimize conflicts of interest and maximize investment process discipline.

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A note about the pictures used on this site: We've taken the chance to share ourselves with you!  Most pictures used on our site are personal, family and vacation photos (there are a very few public domain stock photos).  You'll see Big John, Maria, son John, daughter Christi, son-in-law Matt, grandkids Keoni, Jacob & Joshua, brother Glenn, sister Rufina and more.  The vacation photos are from places like Nuevo Vallarta, Turks & Caicos, Florence-Italy, Portland-ME, Monterey-CA, Santa Barbara-CA and others.  We hope you enjoy seeing a little of our family as you learn about us!