556 North Diamond Bar Boulevard,
We typically recommend this service as an initial step to access the client’s current situation, define client goals, and perform quantitative analysis in order to assess the client’s specific actionable strategies. Common client goals include retirement, college funding, risk management, and estate preservation/transfer. The deliverable from this service is a printed “road-map” that can be immediately implemented and monitored over time.
We manage taxable and tax-qualified accounts on a fee-only basis. Our services here begin with portfolio construction (which may include evaluation of the client’s existing portfolio) based on fundamental concepts of asset allocation and diversification. We select securities based on sound research and with a value orientation, and with the aim of reducing the client’s investment costs.
We provide life, disability, long-term care and health/dental plans. Multi-carrier quotations are evaluated to ensure competitive pricing.
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