Retirement Savings Made Easy
                     
                                                                         

                                                                                                     

                                        

                                                                                        

                                                                                           

                                                                                  

                                                                   

                                                                                               

                                                            

                      
                                        

                                                                                                   
                                                                                                   
   
                                                   

INSURANCE & ANNUITIES
INCOME PLANNING
EMPLOYEE BENEFIT PLANS
BUSINESS PLANNING
Insurance
Annuities
  Retirement Income
Tax Avoidance Strategies
Your INDEPENDENT Resource
949.954.4445
[email protected]
  • If your Employer provides you a retirement savings plan, sends you a list of investments for your portfolio and wishes you luck
  • If you have an old 401k, 403b, etc... that needs to be moved
  • If you have an IRA that needs to be invested in solutions that match your needs

NOW WHAT DO YOU DO ?

We are here to help !

FEE: $150

Simply...

1. Click on the following link (Money Questionnaire), complete the information and answer the 6 questions. Click the SUBMIT button on the bottom of the form.

MONEY QUESTIONNAIRE

2. Fax (714.870.7557) your most current retirement savings account statement to
the attention of Michael / Jerry and we will review your investor personal information and provide portfolio recommendations. Be sure to include all investment choices.

3. We will provide you a Peronal Investment Profile that includes an Investors Profile Summary, Recommended Asset Allocation, Copy of Your Questionnaire and What Is The Next Step.
Click here for Sample


The Asset Allocation System and the proposed portfolio allocation reflect a broad generalization based on the answers to the questionnaire.  The rate of return for most investments, including variable life and variable annuities, cannot be predicted.  Past performance is never a guarantee of future results.  Thus, there can be no guarantee or assurances that the proposed portfolio will produce positive results or that, when redeemed, may be worth more or less that their original cost.