As an independent wealth management firm, our team remains objective, representing our clients' interest rather than the interests of a specific company.
We help you look at TOOLS and STRATEGIES that will show you how your money may work harder for you than it is right now.
We provide strong listening skills, accountability coaching and financial education.
Our services include: tax reduction strategies; retirement income planning; customized portfolio management, 401(k), 403(b), 457, thrift savings plan, rollovers and management; annuities and life insurance; estate planning, and social security maximization.
Call us today at 805-570-5995 to set up your commitment-free individualized strategy session. We are confident it will be your first step towards living a happier and more abundant life.
Click for more information and to purchase tickets to the Living Trust Workshop (Feb 7, 2pm and 6pm):
7 W. Figueroa St
Santa Barbara, CA 93101
Monday: 8:00 am to 5:00 pm
Tuesday: 8:00 am to 5:00 pm
Wednesday: 8:00 am to 5:00 pm
Thursday: 8:00 am to 5:00 pm
Friday: 8:00 am to 5:00 pm