3030 Old Ranch Parkway
A personal approach
We create personalized financial plans that focus on what matters most to you. Because the most important things in life aren't things.
A New Way to Look at Your Bucket List
Life in a Box
3030 Old Ranch Parkway Suite 220Seal Beach CA 90740
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.
Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.
I offer a full library of resources to help boost your financial planning knowledge.
Social Security: Maximizing Benefits
Yours, Mine and Ours: Estate Strategies for Second Marriages
The Facts About Income Tax