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Creative Financial Planning

We are an Orange County investment management and tax strategy firm that has developed a national reputation serving sudden wealth clients with financial planning.

The Importance of Financial Independence

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The Importance of Financial Independence Financial independence is a phrase that gets tossed around too often and usually without any understanding of what it really means—often by salespeople on late night infomercials hocking “get rich quick” real estate schemes, home-based businesses, or investment trading programs. My goal is to take the mystery out of financial…

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Do You Need A Financial Makeover?

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This is your wake-up call. Do you feel that you are maximizing your potential? Do you feel that you are living the life that you’ve always wanted? If you are financially frustrated, insecure, or just plain scared, you can feel financially secure and realize all of your dreams with a Financial Makeover. Do you agree…

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Can You Create Your Own Defined Benefit Pension Retirement Plan?

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Contrary to popular belief, classic pension plans have not disappeared. Corporations have mostly jettisoned them, but highly profitable small businesses are giving them a second look. Why are many small business owners deciding to adopt old-school, defined benefit pension retirement plans? The tax breaks may be substantial. In fact, if these plans are funded with…

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