Financial Education

“Helping you make better decisions”

Call Us (714) 380-4586

Roadblocks to Financial Freedom

  • Taxes

  • Market Volatility

  • Inflation

  • Divorce

  • Death of a Spouse

  • Medical Expense

  • Debt

 

 

 Financial Planning Strategies

  • Financial Pyramid

  • 70-30 Approach

  • Pre-Tax vs After-Tax

  • IRA and Legacy Planning

  • College Funding

  • Social Security

Safe Money Strategies

  • Stocks and Bonds

  • Annuities

  • Indexed Universal Life Insurance

  • Real Estate

  • Private Lending

  • CD’s / Money Market

  • Precious Metals

 

 

 Investment Models

  • ETF’s

  • Laddered Bonds

  • Relative Strength

  • Third Party Money Managers

  • College Funding

  • Social Security

Rated “5 Stars” by The CFRB

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