Glendale Office
3430 Ocean View Blvd.
Suite E
Glendale, CA 91208
(818) 248-2999
(800) 841-0717
Fax: (818) 248-9315
Glendora Office
216 N. Glendora Ave.
Suite 203B
Glendora, CA 91741
(626) 771-2927
(800) 841-0717
Fax: (626) 771-2957

Comprehensive Financial Planning

Financial Planning is the process of meeting your life goals through the proper planning and management of your finances. Life goals can include buying a home, saving for a child’s education or planning a retirement.

The financial planning process helps you take a ‘big picture’ look at where you are in reaching your financial goals. Using this process, we begin by helping you assess your financial inventory. We define your objectives, analyze your situation, consider alternatives, build and implement a plan, and then periodically review your progress and assist you in reaching your objective.

Comprehensive financial planning helps to provide direction and meaning to your financial decisions. It allows you to understand how each financial decision you make affects other areas of your finances. For example, implementing a particular strategy might help you pay off your mortgage faster or it might delay your retirement significantly.

By viewing each financial decision as part of a whole, you can consider its short and long-term effects on your life. You can also adapt more easily to life changes and feel more secure that your goals are on track.

In short, we will help you visualize your future and plan for the retirement you’ve always wanted.