Broker Check

El Cajon Office

1010 Pioneer Way

El Cajon, CA 92020


Professional Financial Services

Our wealth management firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Specialized comprehensive wealth management services include: Tax Planning, Retirement Planning, Legacy Planning, Education Planning, Business Planning, Special Situations Planning (Weddings, Disability Planning, etc.), Risk Management Planning, Investment Planning, and Debt & Cash Flow. Please contact us for more detail on each focus area.

9 Wealth Management Objectives and Sample Goals We Accomplish


Tax Preparation

Tax Planning

Tax Projections

Tax Reviews

Audit Defense

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Retirement Planning

Retirement Plan Coordination

Retirement Income Projections

Social Security Planning

RMD Coordination

Traditional & Roth IRA Planning

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Succession Planning

Charitable Planning

Attorney Coordination

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Education Planning

529 Plans & Strategies

Education Savings Accounts

Pre-paid College Plans

Private School Tuition Funding

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Accounting Services

Payroll Reporting Services

Payroll Planning & Compliance

Forming and LLC, Inc, LP, LLP

Benefits Planning & Services

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Special Situations


Disability Planning

Vacations or Travel

Divorce Planning

Feeling Financially Secure

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Risk Management

Insurance Review

Life Insurance Planning

Disability Insurance

Home, Auto, Umbrella Insurance

Health Insurance

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Portfolio Management

Portfolio Rebalancing

Portfolio Consulting

Tax Loss Harvesting

Tax Smart Investing

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Debt & Cash Flow

Budgets & Apps

Debt Reduction

Credit Review

Credit Planning

Buying a Home

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Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

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Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

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Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.|619-631-7731