Client Meeting Request

As a client we have so many services to offer you. Become familiar with all the services we offer to best fit your financial needs.

Something on Your Mind? We are ready to assist you.

Please contact us with any questions or services we can help you with during your journey.

Or give us a call at 626.358.5458.


It is important to keep us updated on any life changes and also take the time to discuss and review your existing retirement plan and investment accounts at least once a year.

Client reviews are always great opportunities to obtain answers to any questions and a great time to assess the progress of your accounts to your current plan.

During Your Review

  • We’ll discuss any Lifestyle & Health Changes

  • Review current Beneficiaries

  • Review current Financial & Retirement Income Plans

  • Review current Investment Products and Investment Strategy

  • If applicable, review current Annuity products and their guarantees, income provisions, and index allocation options

  • Discuss critical events and potential effects on your retirement

  • Evaluate any additional insurance needs such as Medicare, Long Term Care and Life Insurance

  • Analyze Estate and Legacy Planning objectives

  • Discuss Tax Planning and Tax Minimization strategies

Contact Us Today

For your convenience, we offer in-office meetings, virtual meetings or a phone conference.