The consultation is the most important step in understanding what the client is looking to do based on their financial capabilities.
Schedule a time to visit us in Irvine to gain knowledge and strategize with a professional at NO COST to you.
Review Personal Financial Statements, Income & Credit
Provide a proposal tailored for your needs
Work with your CPA/tax attorney to evaluate tax planning
Short Sales, Loan Modifications or Bankruptcy
Evaluate short and long term retirement planning
Understand the benefits of holding your assets in a trust.