Financial Planning

There is no sense in working to accumulate assets if you are not going to have a plan for them. Our financial planning tools and technology will serve as a visual guide to help monitor the likelihood of your financial success. In creating a blueprint for your future, it’s important to have a realistic set of expectations, along with a mix of discipline and flexibility. Our team will add expertise and professionalism to your financial and retirement plan by providing you the following:

  • Cash Flow and Budget Analysis
  • Monte-Carlo simulation
  • Risk Tolerance Discovery
  • Asset Class and Inflation Projections
  • Personal Net Worth Statement
  • Economic Analysis

Retirement Planning

Our process will assist you in developing a plan of action that can lead to a successful retirement. We implement customized strategies and test your financial and/or retirement planning capabilities through the use of a Monte-Carlo simulation. Whether our clients need a financial planner and/ or retirement planner based in the areas of Westlake Village, Thousand Oaks, Las Vegas, or in other parts of the country, they all depend on us to manage and provide advice on the following types of retirement accounts:

  • 401(k), 403(b), 457, and other company-sponsored retirement plans
  • Traditional IRAs and Roth IRAs
  • Rollover IRAs and In-Service Rollover IRAs
  • Annuities
  • Pensions and Social Security
  • Medicare and Long-Term Care

Investment Management

Our team will design and implement a personalized investment strategy that is based specifically on your long-term plan and risk tolerance. Investment vehicles that we utilize include:

  • Mutual Funds and Exchange-Traded Funds (ETFs)
  • Individual stocks and bonds
  • Options trading
  • Real Estate Investment Trusts (REITs)
  • Alternative Investments (for qualified investors only)

Estate & Legacy Planning

As fiduciaries, we feel responsible to emphasize the importance of a well thought out estate plan, and consider it an essential part of financial and retirement planning. We want our clients to be in control of the legacy they leave behind, and avoid probate whenever possible. In addition, we guide our high net worth clients through efficient estate tax planning and asset protection while working with attorneys and CPAs to achieve the desired goals. These can be professionals specific to Westlake Village, Thousand Oaks, Las Vegas, or professionals based in other parts of the U.S. Types of estate planning related accounts we manage include:

  • Revocable and Irrevocable Trusts
  • Living and Testamentary Trusts
  • Charitable Trusts

Risk Management

If there is an income gap in your current financial plan, our team has the resources to help you fill that void to manage your risk and protect your family. All policies are different, and our team has the capability to provide a variety of options so you can choose the policy that best fit your needs. Types of insurance policies we can assist with include:

  • Term Life Insurance
  • Whole Life and Universal Life Insurance
  • Supplemental Health Insurance
  • Long-Term Care Insurance
  • Fixed Annuities