Whom We Serve
Our clients come from various walks of life. We pride ourselves on great client communication and education because we feel that the more you know about your investments, the better you will feel. For more information about our client profiles, please see the headings below.
Successful Families
Having been independent financial advisors since 2003 through Raymond James, serving successful families throughout Southern California has really been the cornerstone of our branch office in San Juan Capistrano.
Whether it is saving for retirement, getting the kids through college or just partnering with someone to help manage your investment portfolio, we have thoroughly enjoyed working with the families in our community and look forward to continuing to serve their needs in the years ahead.
Life Events
As you go through life, certain "life events" will stand out in your mind. Some, you wil gladly meet with great excitement and anticipation while others will be difficult to navigate through.
Whether they are easy or difficult, we find that these events typically involve making very important financial decisions and it is at these critical times, you will need professional financial advice and guidance. We find that this is where we do some of our best work. You may find yourself:
-
Entering retirement or recently retired.
-
Suddenly single due to a divorce or loss of your spouse.
-
Receiving a windfall because your recently sold your business, received an inheritance or sold your home or rental property.
-
Changed jobs or even your career and need to take control of your previous retirement accounts with your own IRA.
