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."
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.
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!
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!
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.
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!
The fee-based Advisory relationship allows us to put your interests first at all times, minimize conflicts of interest and maximize investment process discipline.
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. You'll see Big John, Maria, son John, daughter Christi, son-in-law Matt, grandkids Keoni, Jacob & Joshua 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!