Trusted Financial Advisors
Laguna Niguel, california, united states
About
Certified Financial Planners (CFP)®, FEE FOR SERVICE ONLY, NO PRODUCT SALES!
We serve clients whose investment and retire ment accounts total $500,000 and greater and who are looking to delegate investment decision making so they may attend to their busy schedules. Our current clients include physicians, software developers, business owners and retirees from all walks of life.
We usually run financial projections to help our client gain clarity of their financial abilities and limitations. We help people set realistic and achievable goals in areas such as retirement planning, college funding, medical expense planning, insurance and estate planning.
Our service is similar to that of a medical General Practitioner: we diagnose your needs and may recommend highly qualified professionals such as an attorney, an accountant or an insurance agent to meet your specific needs.
We are also a Registered Investment Advisor. This means we work with you to develop a portfolio of investment that will serve your needs for income, growth or both. We generally work with conservative client for whom wealth preservation is most important.
Company Details
HQ Location
Laguna Niguel, california, united states
Industry
financial services
Employees
2
Specialties
Founded
2002
Laguna Niguel
30101 Town Center Dr, Laguna Niguel, california, united states
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