Our Financial Planners Begin with a Custom Financial Plan So You Can Pursue Your Financial Goals.

Financial planningAs a Financial Planner, I believe the secret to proper wealth building is applying a variety of financial planning strategies to help you work towards your goals. The days of buying and holding a portfolio of stocks and bonds are long gone. Now, you can choose from dozens of asset classes with broad diversification that may help protect your portfolio against today’s extreme market volatility. Working with a financial planners you’ll learn that building wealth is a combination of proper savings techniques, budgeting, and properly protecting yourself and your assets from adversity.

As a financial planning client, I offer you a series of wealth building mantras that we employ with every client. By using a combination of proper diversification, asset allocation and tax advantaged plans, we believe one can build substantial wealth over time. How much should you be saving each month to reach your short-term, mid-term, and long-term retirement goals?

Financial Planners for Retirement

As your financial planner, I will work with you to utilize various individual and business tax-advantaged retirement plans to provide you the best opportunity to address your goals. By focusing on minimizing taxes, our clients can pursue their goals without the heavy burden of both federal and state taxes.

Financial Planning for College Education

We believe strongly that every child deserves a quality education. Understanding all the options available to save for your child’s higher education costs can be overwhelming. We work with all available education plans including the 529 college savings plan and the Coverdell Education Savings Plan. Using tax advantaged college plans is a key component to seeing your children graduate from college without the burden of substantial debt.

Santa Clarita Financial Planners Can Help Protect Your Family from Adversity

Life Insurance can protect your family by providing providing an income stream or a lump sum of money to continue to support your family’s financial needs when you’re unable to due to illness or death. Life insurance can also protect your business that you’ve worked hard to build by helping to provide a succession plan addressing the needs of your business partners as well as your family. Your financial plan should include a life insurance and income protection analysis.

Life has many twists and turns so it’s important for all of our clients to protect themselves with proper Insurance and Estate Planning. Proper Life Insurance planning is not a simple process. Our financial advisors will assist you in designing a custom Life Insurance plan to help you pursue your goals while protecting your family at the same time.

How Financial Planners Can Help You Buy Your First Home

Home ownership is the American Dream but it’s unlikely to happen without proper planning. Not only are there significant tax advantages, but the long term accumulation potential of owning your own home is great. It is harder than ever to qualify for a loan and have the financial resources for a down payment which makes it even more important to work with a professional to pursue that goal. That’s all part of our financial planning process.

Contact a Financial Planner

Learn how we can help you create a plan towards reaching all your goals.

Consult with a Santa Clarita Financial Planner to review your short term and long term life goals. If pursuing these goals is important to you, it's important to me.
Contact a Financial Planner
  • There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
  • Asset allocation does not ensure a profit or protect against a loss.