CONNECT

Address:

Temecula, CA 92589

Phone:

951-926-1002 or 907-347-3860

Fax/Other:

866-373-8738

Our Services

Financial planning is not all about the numbers…It's about what those numbers can do for you!  So the question is what are you trying to create with this life you've been given?  What are you passionate about?  What makes you happy?  Is it an activity or trip you've always wanted to do but assumed was out of your reach?  Was it a charitable organization or foundation you've wanted to create for a cause that you are passionate about?  Everyone's life vision is different?  By working together, I can help you create and define your life vision, which then becomes your foundation and inspiration for the rest of your financial planning.  Your life's vision is the positive motivator that initiates your excitement for the rest of your life, for the possibilities it holds, and for the financial planning work you'll need to do to achieve your dreams!  With inspiration, the work can seem easy!  Your partnership with a financial planner can be your support for success!  

 Services Offered:

  • Comprehensive Financial Planning          
  • Investment Management
  • Retirement and  Retirement Income Planning
  • IRAs / Roths / Rollover IRAs
  • Retirement Plans for Small Businesses
  • 401(k) Distribution Planning
  • Social Security Maximization Strategies
  • Annuities, Life, Disability and Long-Term Care Insurance
  • College Planning
  • Divorce Financial Planning

Do you know how much risk is in your portfolio? Do you know how much risk you're willing to take? Click the link for your free risk analysis.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck