Call 562-384-7837

Welcome

Strategies To Economic Power

Call Us at 562.384.STEP


AS SEEN IN: the Wall Street Journal, the Journal of Financial Planning, TD Ameritrade Advisor Solutions

Begin

Ready - Set - Go


“Start where you are. Use what you have. Do what you can.” – Arthur Asher

Read More >

Plan

Comprehensive - Retirement - Wealth


“A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.” - Alexa Von Tobel

Read More >

Results

Life Planning


“In all of living have much fun and laughter. Life is to be enjoyed” – Gordon B. Hinckley

Read More >
Overview

Our Clients


Our clients are those who want professional help planning for the future. Some clients also want our assistance in managing financial assets and investments.

We guide our clients through stressful financial issues and ease worries about being ready for retirement.


Our Philosophy


Our goal is to reduce stress, calm feelings of being overwhelmed and overcome fears of being unprepared for retirement. Our process will help you feel in control. We will work with you to protect you and your family. We will help you to look ahead in your life and to plan for a secure future.


Our Community


We believe in giving back to our community by providing financial education and pro-bono financial advice.


Details
  • Fee Only

    A Fee-Only financial advisor will charge the client directly for advice and ongoing management. No other financial reward is provided by any institution – which means that I do not receive commissions, hidden-fees or kick-backs. There are no hidden conflicts of interest. All recommendations are in the client’s best interest.

  • Fiduciary Standards

    Federal and state law requires that Registered Investment Advisors (RIA) be held to a Fiduciary Standard. This requires an advisor to act solely in the best interest of the client at all times. RIAs must disclose any conflict, or potential conflict, to the client prior to and throughout a business engagement and must adopt a Code of Ethics and fully disclose how they are compensated. Brokers are not held to a Fiduciary Standard, they are required by law to act in the best interest of their employer, not in the best interest of their clients.

  • Credentials

    There are more than 100 professional designations in the financial planning industry, but only a few of them truly indicate a professional’s ability to do real broad-based financial planning. The Certified Financial Planner® (CFP®) designation is the recognized standard of excellence for competent and ethical personal financial planning.

  • "Remember your dreams and fight for them. You must know what you want from life." - Paul Coelho

  • "Failing to plan is planning to fail." - Alan Lakein Lakein

  • "Never underestimate the power of dreams and the influence of the human spirit." - Wilma Rudolph

  • "Before beginning, plan carefully." - Marcus Cicero