Financial Planning

Financial Education

We provide personal financial check up’s to help you meet your financial goals. A one hour personal financial check up is where a professional will help you analyze your financial situation and recommend steps to strengthen your financial well-being and have financial security.

Personal financial check up’s are a great way to:

  • Increase your cash flow.
  • Reduce your debts.
  • Make your money work for you.
  • Decrease taxes.
  • Plan for your children’s college fund.
  • Plan your retirement and set up a legacy.

For more information, please contact us at 562-867-5200 or schedule an appointment here.

Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

Starting or growing a business? We can help! We offer business consulting services and financial workshops.

Financial Workshops

  • Debt Management
  • Retirement Planning
  • Things to know for First Time Tax Filers

Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

Thank you for your interest in our services. We encourage you to give us a call or send a message using the contact us form below.

“I would say if you’re kind of lost with your finances or business, give them a call or stop by you won’t regret it!”

Alex C.
Lakewood, CA

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