Becoming a Client
For every client we work with, our goal is to form trusted long-term relationships. To earn that trust, we like to begin our relationships with prospective clients by investing our time and expertise up front (at no cost to you) in going through a process that will help you to:
- Gain key insights into your current financial situation
- Answer some of your most important retirement planning questions
- Provide an objective basis for you to determine if we have the expertise you are looking for to assist you in managing your financial affairs
We invite you to get to know us, come meet with us, kick the tires and take us out for a test drive before you pay us a single dollar or trust us with any of your retirement savings. We are confident we can earn your trust and are willing to work for it in good faith as you evaluate our services.
Phone: (626) 233-3752
Arcadia, California
148 E Foothill Blvd, Suite 201
Arcadia, CA 91006