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(619) 223-7132

Services we offer

Client Education

  • We realize that investment and insurance decisions are complicated. Our goal is to help make these decisions easier for you.

Investment Management – Individuals and Small Businesses

  • Portfolio Management
  • Asset Allocation and Diversification

Retirement Planning – Services including:

  • ROTH IRA comparison to traditional IRA
  • 401(k) Rollovers and 401(k) Asset Allocation
  • Helping employers choose the right plan for their business
  • Helping teachers and employees of non-profits understand their 403(b)

Insurance Services – Life, Health, Disability, and Long Term Care

  • Free quotes
  • Policy reviews and evaluations