26477 Rancho Parkway South
PROFESSIONAL GUIDANCE FOR YOUR FINANCIAL FUTURE
You have goals, we have expertise. Together, we can chart a course to your financial success.
Our team has a collective 80 years of experience in the financial services industry. We can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies.
Whatever your goals, we can help you put together a plan with minimal hassle and maximum results.
Our services range from financial planning to investment management. No matter what, though, our focus is always you.
We create strategies that are tailored to your needs and goals.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We provide financial planning and investment services for the dental professional.
Chartered Financial Consultant®
CERTIFIED FINANCIAL PLANNER™ professional
"Spend the golden eggs, but don’t slaughter the goose!"
- Melissa Shaw CFP®
"The journey of a thousand miles begins with one step."
- Lao Tzu
"Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do."
- Mark Twain
"Most people don’t plan to fail, they fail to plan."
- John L. Beckley
"Risk comes from not knowing what you’re doing."
- Warren Buffett
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."