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Divider15233 Ventura Boulevard
Suite 220
Sherman Oaks, CA 91403
(818) 788-3222

Our Services

  • Retirement Planning - For most people, retirement is the single most important financial concern. We work with our clients to design an investment strategy to help pursue all of their retirement goals. This includes the accumulation of sufficient funds to meet their needs, as well as the distribution of those hard earned assets to plan for them to last.
  • Investment Management - Every client’s situation is unique. We are truly Independent and offer our clients access to a wide variety of professional fee-based management platforms. We make our objective recommendations only after obtaining a thorough understanding of our clients goals, risk tolerance, and Investment experience.
  • Estate & Wealth Preservation Planning - Planning for the disposition of one’s assets upon death offers significant advantages to all parties involved. We work with our clients and their trusted professionals to help ensure their assets go to the people they care about most. Regardless of your net worth, there are a number of reasons why you should consider an estate plan. Proper planning will not only minimize estate taxes, but can relieve the heirs of unnecessary costs and stress.
  • College Planning - The costs of a college education are continuing to rise. Sending a child to college is Invaluable, but takes proper planning. We work with our clients to ensure they’re ready when their children are.
  • Insurance Planning - Proper insurance planning can provide confidence by protecting against life’s uncertainties. We work with our clients to safeguard themselves, their beneficiaries, and their assets against premature death, disability, or a decline in health.
  • Alternative Investments - The traditional asset classes such as Stocks, Bonds, and Cash may no longer be enough for proper diversification. Alternative investments have the potential  to help provide an income stream, other significant tax deductions, and may reduce risk in an investor’s portfolio. We work with our clients to implement the alternative strategies when suitable.
  • Corporate Retirement Plans - An appropriate retirement plan has numerous benefits. We work with businesses to develop the most suitable plan to maximize corporate profitability by retaining valuable employees and providing tax deductions.
  • Tax Planning - By aligning a tax strategy with an investment strategy, the money saved from taxation can help fund a future goal. We work with our clients and their tax professionals to help minimize their taxes and help maximize their saving opportunities for both the short and long term.