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CONFIDENCE

CONFIDENCE

Think of us as your "Personal CFO", we will work closely with you to develop strategies that will best FIT your goals. 

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You're Our #1 Priority

You're Our #1 Priority

Our client-focused approach is the secret to our longevity. We're ready to work with you at every juncture in life.

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TEAM

TEAM

Our committed financial professionals are ready to serve you, your family and/or your business.

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<strong>Our "FIT"</strong>

Our "FIT"

Our firm was first planted in Cerritos, California in 2005 specializing in insurance and general retirement planning. Thereafter, we relocated to Fullerton, Orange County in 2007 and expanded our services to include fiduciary investment services, tax planning and comprehensive financial planning. To date, through our client-centric service model and working with many community organizations and business professionals, we have become a thriving referral-based practice.

Since 2016, we permanently rooted our firm & TEAM in the City of Placentia, with our own free-standing building right off the 57 Freeway & Orangethorpe Ave., formerly known as the Better Business Bureau building.

Our Shared Vision
Be the best honest choice for those seeking competent and independent financial professionals.

...Mission
Empower and work actively with our clients to make sure their financial goals and values are in alignment and are ultimately achieved.

...Values
We are driven by our stewardship to put clients first, treat everyone with respect, be caring, embrace diversity, family, and faith, and strive for excellence in everything we do.

 

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Our Informational Resources

 

Articles

 

Videos

 

Calculators

 

Presentations

Download Our Don’t Panic Ebook!

The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.