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We provide comprehensive and educational insights for your decisions about retirement preservation, growth, and income. We get second opinions on our health; wouldn’t you like a second opinion on your wealth? You can’t get a second opinion from the person who gave you the first. You already know their views.
Simply fill out the form below or call us at 714-340-5757 to schedule an obligation-free, financial-coaching session.
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We will evaluate your situation as honestly and objectively as we can. If we believe your current plan is a good one, we'll tell you so and send you on your way, hopefully more confidently and with more knowledge than before. If we think you can do better, we'll tell you that, too — but the final decision of whether or not we work together will be 100% up to you.