Disciplined Investing

We utilize technology and continual evaluation to ensure your investments stay on track with you. Our investment programs are non-biased and non-emotional, making your money work for you and exposing it to less unnecessary risk.

Risk Assessment

Life Changes, Then What?

Life brings many changes, usually when we least expect it. So, what happens to your financial plan when something big happens? You go into survival mode. Our book, Financial Survivor Handbook: The 4 Steps to Financial Survival, walks you through the mental process of a sudden financial emergency so you don’t make an emotional decision with dire consequences.

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Navigating Divorce

Experiencing a divorce is rarely something couples expect to face. Yet, inevitably, some marriages do unravel, affecting each partner’s financial life in the process. While divorce overall has been steadily decreasing, it’s still common in the U.S. In fact, among those 50 and older, the divorce rate has doubled since 1990, and tripled for those over 65.*

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*, February 11, 2020

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24031 El Toro Road, Suite 210
Laguna Hills, CA 92653