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Why Work With Us

What differentiates Financial Strategies – Wealth Management Group from other brokers or advisors?

As an independent Registered Investment Advisory firm, we must abide by a Fiduciary Standard, whereas brokers and investment representatives work under a Suitability Standard.

Options and Choices:

We have access to a full range of options and investment products and tools, unlike some firms that build your plan based only on the products and services management allows them to use.

Personal Financial and Retirement Plans:

Work with our fully licensed advisors to receive unbiased, understandable advice based on your current and future financial picture, short/long-range goals, risk tolerances, taxes, objectives and timelines.

Proprietary Programs That Work for You: (click here for brief program descriptions)

  • The 4 B's
  • S.T.A.R.S.™
  • Personalized Pensions(Why should you care?)
  • Best-In-Class™ (Who is on your team?)
  • IRArbitrage – We specialize in IRA Rescue, "Carve-Out" & Convert your FULLY-TAXABLE IRA into a TAX-FREE Roth IRA and Leverage your RMDs
  • WOWWomen Of Wealth.
  • College Savings Planning Workshops
  • Adult Education Courses: NEW in 2016: Retirement Rules in the New Millennia

Institutional Money Management

You get to benefit from advice and account management by some of the best institutional money managers in the business who offer you the same service, low fees and opportunities as "the big boys," generally at lower rates and fees than retail. Why should you care?

Oversight

We are registered with and report directly to the SEC (U.S. Securities and Exchange Commission), as well as to the California Insurance Commissioner. Series 65 and insurance licenses.

Fees

Initial consultations are no cost, no commitment. Whether you want a simple plan, institutional money management, a personal pension or a hybrid of several options – it's always your choice.

Contact us in Orange County, California, for more information regarding how our investment advisory firm might help you achieve your goals. Because … money does buy dreams™