Specialties
Today's complex economic environment calls for an honest and detailed assessment of your needs as an individual, family, or business. We assist you to achieve your financial goals through awareness of your concerns and translating your objectives into realistic milestones. Our team of professionals helps you confidentially, pragmatically, and with empathy for your personal priorities from our California offices in Santa Monica, Manhattan Beach, and West Hollywood. Our services of life planning, retirement planning, college planning, estate planning and business planning are actualized from an appropriately wide array of investments and insurance. We are glad to work with your existing professional CPA or attorney, but may make suggestions if you are looking.