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Oxnard, CA 93036

Clear solutions for complex financial lives.

(805) 644-0697

 

Education

We know finances are constantly changing, so we hope you find these short videos helpful!


 

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

 

 

Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

 

Estate

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

 

 

Insurance

A well-structured insurance program can help protect your loved ones from the financial consequences of unexpected events.

 

Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

 

 

Money

Managing your money involves more than simply making and following a budget.