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We are an Orange County investment management and tax strategy firm that has developed a national reputation serving sudden wealth clients with financial planning.

What’s Your Credit GPA?

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Imagine being just one class away from graduating and having the professor tell you that passing the class all hinges on taking one final exam. “No problem!” you think. You’re good under pressure. But then she tells you that you won’t have any idea what the test will be about. That’s not pressure. That’s insanity!…

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What is a Fiduciary Financial Advisor?

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A Fiduciary is someone who is legally obligated to give you advice that is in your best interest.  It doesn’t make sense to pay for financial advice when the advice doesn’t have to be in your best interest. Period. A Fiduciary is someone who is legally obligated to give you advice that is in your…

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Want To Increase Your Returns & Truly Grow Your Wealth?

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Too often I see investors fall prey to the same costly mistakes that prevent them from truly building wealth. Once you learn about these risks, you’ll be able to identify them, understand how to avoid them and rise above the average investor. Are you ready to get started? I’ve created a free, six-day video boot…

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Discover More Opportunities to Save for Retirement

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Besides periodic IRA contributions and elective salary deferrals into 401(k) and 403(b) plans, there are other ways to amass retirement savings, some of them often overlooked. Put tax refunds & tax savings to work. If you get a few hundred back from the IRS, that is not an insignificant sum. You could save it or…

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Reach us at (949) 305-0500