Financial Advisors with the simple idea of providing conflict-free advice that puts your interests first.
Santa Clarita Financial Advisors
Personalized solutions for you, your family, and your company.
Recent Videos and Articles from our Financial Advisors
Call Center Scams – How They Work
How call center scams work and how to avoid falling victim Have you ever received a call about your cars extended warranty? Or perhaps from [...]
A Look at Whole Life Insurance
Are you a fit for Whole Life Insurance? In exchange for fixed premiums, an insurance company promises to pay a set benefit when the policyholder [...]
Renters Insurance – Does it Make Financial Sense?
Renters sometimes overlook the need for insurance based on the belief that they may not have a significant amount of personal possessions, or because the [...]
All Muni Bonds Are NOT Created Equal
The city of Detroit emerged from bankruptcy in 2014. Still, its previous inability to pay investors left some questioning their long-held assumption about the relative [...]
File a Claim or Not? Home Insurance
Insurance is meant to protect you against financial loss. But is it really meant to protect you from any and all financial loss? When it [...]
A Decision Not Made Is Still a Decision
Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, "Almost any decision [...]
Bucket List and Lifetime Financial Goals
A Bucket Plan to Go with Your Bucket List John and Mary are nearing retirement and they have a lot of items on their bucket [...]
Brief Guide to Condo Insurance
A Brief Guide To Condo Insurance The ownership structure of a condominium unit is different from that of a single family house. Here’s what you [...]
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