Financial Strategies â€“ Wealth Management Group is an independent, boutique Registered Investment Advisery firm in the South Coast Metro area of Orange County, California. Our Series 65 and insurance licenses allow us to offer the full range of security investments, as well as life insurance, IUL, Corporate-Designed Life Insurance, annuities and more. We report directly to the SEC (Securities Exchange Commission) and to the California State Insurance Commissioner.
For more than three decades, Bob and his team have been working with people to make their financial dreams a reality. Our clients have benefited from our services to:
Every step along the way, weâ€™ve been there to help make each and every clientâ€™s goals a reality â€“ their reality.
Because... money does buy dreams™
Whatâ€™s one hour of your time worth?
If we could show you a way to realize your financial goals â€“ whether itâ€™s a 401(k) plan, college funding, retirement income for life or a HENRY/FIRE plan â€“ would it be worth an hour of your time? Letâ€™s get started.
Call us @ 714â€“368-7494 to schedule a no-cost, no-obligation meeting to discuss some ideas to make your dreams your reality.