Safety First

We believe in safety first!

Reasonable Return

We will evaluate your needs and offer you potential solutions!

Keep it Simple

Your financial future doesn’t have to be complicated!

Associates

Mark J. Kohler
KKO Laywers
Attorney, CPA, & Entrepreneur
(Specializing in real estate & taxes)
www.KKOLawyers.com

David Lozano
Law Offices of Dave Lozano
Specializing in Bankruptcy
626-802-5680
800-974-5680
www.DLBKLaw.com

Noelle M. Halaby
Law Office of Noelle M. Halaby
Attorney
(Specializing in family law)
818-502-3939

Daniel R. Mortensen
Law Offices of Daniel R. Mortensen
Tax, Trust, & Estate Attorney
661-799-8035
www.MortensenLaw.com

 

Real Estate & Loans

Dave McKean
Classic Real Estate Inc.
Real Estate Consultant
661-607-3860
www.ClassicRealEstateInc.com

Gary Leach
Wells Fargo
Home Mortgage Consultant
661-433-7798
gary.s.leach@wellsfargo.com

 

Important Documents:

Budget Worksheet

If you do not track your money, you can’t track your savings. This budget worksheet will help you identify where your money is being spent each month and allow you see where money can be saved. Download File

Financial Checklist for the Recently Widowed

FEATURED ARTICLES


One

Educate Yourself
Learn More

Two

Understand the Basics
Learn More

Three

Who's who in a Fixed Index Annuity
Learn More

Four

Understand the Benefits
Learn More

Five

Tax Deferral
Learn More

Six

Indexed Interest Potential
Learn More

Seven

Protection Benefits
Learn More

Eight

Is a Fixed Index Annuity Right for you?
Learn More

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Keep Updated about
new Frauds & Scams

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Need Bankruptcy Answers?

Dave Lozano
Bankruptcy Attorney
Click Here


Workshop

  • Strategies to feel good about preparing for retirement
  • Strategies that can help rebuild your financial needs
  • Strategies in challenging times
  • Strategies to help achieve financial goals
  • Strategies to help achieve your long-term financial goals
  • Alternative products in challenging times
  • Feel good about your retirement strategies
  • Feel confident about your retirement savings strategies
  • How you can get income that you won't outlive*
  • Information about IRA's and tax deferral characteristics **
  • Things to think about that may be more appropriate for your financial needs
  • How our clients have kept their money safe from market declines
  • Options that let you avoid taxes on IRA distributions**
  • Products that keep your principal safe from market declines*
*Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. ** We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation

If just one of these items are a concern you need to call us NOW at
(800) 990-7344 Or (661) 753-9683.