Contrary to popular belief, you don't have to be rich to afford good financial planning services.
Every household and individual is different, but at somepoint everyone will need financial planning advice.
Areas of Practice
College Education Plans
Long Term Care
Social Security Options
We take a wholistic and custom approach to each clients financial needs. Asset Management is one of the many services that we provide to help your family obtain your goals.
Making sure your family is protected if the unthinkable happens. We determine the correct amount needed to help your loved ones after you're gone.
In an effort to best serve our clients and our community we hold educational workshops on a regular basis on financial planning. We also partner with other professionals to bring you the most up to date services.
My husband and I met Jeff at one of his workshops in Orange County. After signing up for a free appointment we became clients. It has been several years and we could not be happier with our decision. Thanks Jeff!