Address. 1224 East Katella Ave #108 Orange, CA 92867

Tel. 714 639-3234

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Nobody I mean Nobody is more responsible for your retirement than you.  It is your responsibility to make your 40 years of working from 25 - 65 your mission to retire with dignity.  You see we are all given the greatest asset... that is the asset of time.  The time that we will never get back, so we must embrace it and cherish it before our time expires.  

This is the very reason that we need to surround ourselves with professionals that will enable us to maximize our time.  You see you have choose a profession that is very time consuming.  I can see your head nodding up and down as you read this.  This profession of education is very time consuming and the value you put on education is commendable.  

 

This is the very reason that you need to hire someone that is a specialist in helping educators not a generalist.  Let me explain:  The financial profession can be drastically different in so many ways.  You have stock brokers who try to manage a vast portfolio and try to guess how to grow your money.  You have the money managers who spend 23 hours a day trying to outsmart the market.  You have your local CPA who works part time in the financial planning playing field making recommendations.  Your local credit union or bank trying to be all things to their customers.  Your individual financial advisor who has only been in the business a few years giving you financial advice on your future and you have been working more years than their age.  You see all these professions are necessary in our society today. 

The Educators Financial Specialist:  You see I don't pretend to  be any of the above.  I have spent over 25 years just working with one class of clients... Educators.  With my vast knowledge and experience I have become one of the nations top financial experts in financial solutions for educators.  I want you to be succeed now in your financial decisions today and all of your future planning. 

Work With An Expert Who Can 100% Relate To Your Personal Needs.