Client-First Service

We provide a layered client interaction structure to ensure the most efficient and thorough client experience. Once you join our client family, you will meet with our CFP and Financial Advisor to structure your financial plan. Our Director of Client Relations and Operations Specialist will be your “back office” support, helping you set up your accounts and providing you with educational and operational materials on an ongoing basis.

Our Process Flow follows the diagram below. We seek to set up your investments for growth and accumulation, manage your investments around your life and financial events, protect your investments from outside trigger events, and plan for each stage of your life from budgeting to retirement.


Plan Design

Vendor Selection

Investment Selection

Plan Reviews

Enrollment Meetings

Education & Communication


One-on-One Meetings

Client Reviews

Seminar Organization

Educational Materials

General Service

Account Maintenance

Account Service

Client Account Questions

Account Paperwork


Managed Money Accounts

Annuity Growth Accounts

REIT Growth Accounts

Brokerage Accounts

Account Reviews

Asset Allocation

Risk Tolerance Monitoring

Active Management in Managed Money Accounts

Insurance Services

Downside Protection Plans

Life Insurance

Annuity Accounts

Financial Planning

Estate Planning

Tax Planning

Retirement Planning

College Planning


Transition Planning

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We’d love to hear from you.

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