Financial Strategies – Wealth Management Group is an independent Registered Investment Advisory firm in Orange County, California. We have our Series 65 and our insurance licenses, which allow us to offer the full range of security investments, as well as life and health insurances, annuities and more. We report directly to and we are accountable to the SEC (Securities Exchange Commission) and to the California State Insurance Commissioner.
Bob is a well-known, informative, engaging and down-to-earth financial specialist in Orange County. As founder and president of our investment advisory firm, Bob and his team focus on our clients' financial well-being, goals and income for life, as well as their tax and risk exposures.
Throughout his more than 29 years of working with people to make their financial dreams a reality, Bob has helped our clients protect and grow their assets, reduce or eliminate taxes, guarantee their basic income needs, and realize their financial peace of mind.
Bob claims that he is the luckiest guy on the face of the earth. Each day Bob says to himself, "Today, I get to change someone's life for the better."
He and his team dedicate themselves to assisting people in Orange County so they can plan for and protect their financial futures. As an advocate for comprehensive planning, Bob works to ensure that all components of a client's financial and estate plans work in tandem. In addition, he and his team strive to find money that is lost to unnecessary taxes and hidden account fees.
Bob helps his clients avoid the pitfalls and disadvantages of an unplanned-for retirement, as well as the costly mistakes that could arise from a lack of preparation and attention to detail. Maximizing Social Security is one big part of our overall and comprehensive financial strategy for you.
(Financial Strategies â€“ Wealth Management Group is not affiliated with or endorsed by the Social Security Administration.)
Bob's proprietary and popular S.T.A.R.S.™ process gives many people exactly what they ask for: "They want it all... they want the stars!" S.T.A.R.S.™ is an acronym for Safety, Tax-advantaged money tools, Accessibility to your money, Returns that are competitive, and Simplicity. S.T.A.R.S.™ enables us to determine which services or solutions we use to help you achieve all of your financial goals.
Contact us in Orange County, California, for more information regarding how our investment advisory firm might help you achieve your goals. Because â€¦ money does buy dreamsâ„¢