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Thousand Oaks Office
3323 Old Conejo Rd.
FINANCIAL PLANNING – our planning process is comprehensive and created by a Financial Planner who adheres to the fiduciary standard. The plan is designed to help maximize your potential for meeting your life goals by integrating relevant elements of your personal and financial circumstances.
INVESTMENT STRATEGIES – we have access to Investment Portfolios constructed by multiple Institutional-grade money managers
RESEARCH - We have a robust database of products and investment manager information that allows us to research and compare investment strategies and make informed confident recommendations.
INVESTMENT PRODUCTS - Mutual Funds, ETF's, REITs, Variable Annuities, College Savings Plans and Tax Free Bonds.
INSURANCE – Life, Disability, Long Term Care Insurance and Fixed Income Annuities all offered by well-known companies.
PORTFOLIO ANALYSIS - We will analyze your current holdings and asset allocation then see how your portfolio compares with your objectives and recommended investment strategies.
PROPOSAL SYSTEM - We use an intuitive five-step process to generate thorough proposals, measure your risk tolerance, choose the appropriate investment strategy and include the required paperwork, including research reports.
TRUST STRATEGIES – You have access to trustee services from some of the nation’s most highly regarded trust companies.
CHARITABLE GIVING DONATIONS - have a dual purpose of saving taxes as well as supporting a specific cause or organization that is close to one’s heart. Charitable trusts are an ideal way to accomplish this goal.
LENDING STRATEGIES – You can access credit for most personal and business needs without having to sell securities in your account.
REPORTING - Quarterly Performance Reports are provided, in addition, to your monthly statements.
ONLINE INVESTOR ACCESS - You can view account and performance information via an advanced client website.
As Independent Financial Advisors, we can recommend investment choices that are in your best interest – there are no proprietary product quotas to meet.
In short, we have the expertise, training, knowledge and resources to position ourselves to help you every step of the way as you map out a strategy designed to address your unique situation.
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