18400 Von Karman Avenue, Suite 550
Irvine, CA 92612
Kim: 949.623.1787
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Our Philosophy

"To be trusted is a greater compliment than to be loved"

—George MacDonald

 

Vision

To help our clients find enjoyment and success in improving the quality of their financial lives.

 

Mission

To provide our clients with personalized retirement income planning and comprehensive wealth management services through an enjoyable and interactive process designed to help them find a sense of security, success, and improved confidence in their financial future.

 

Core Values & Beliefs

Honesty & Integrity

We will give our clients objective, unbiased advice.

Empathy & Understanding

We will listen intently and with empathy to allow us to fully understand our clients and help them make good financial decisions consistent with their personal vision, values and goals.

Caring, Reliable and Consistent Communication

We will make sure our clients know that we care about them, and are consistently working to help them successfully achieve their goals in a changing and uncertain economic environment.

Comprehensive Approach

We will analyze every aspect of our client's financial lives to ensure the most appropriate recommendations are provided.

Family & Health

We will truly value the importance of family and health in our client's lives, as well as our own, and will continually find ways to encourage optimum financial, mental/spiritual, and physical well-being.

 

Client Promise

Working with our team results in a personal financial roadmap and on-going financial oversight that brings all elements of your financial life into one clearly focused picture. As the financial life planners for your family, we provide you with sense of security in knowing what needs to be done and are there every step of the way to make sure appropriate action is taken to accomplish your goals.