Call Us Toll Free: 1.888.892.6454

Why Work With Us

How is Financial Strategies – Wealth Management Group different from other brokers or advisers? As an independent Registered Investment Advisery firm, we abide by a Fiduciary Standard.

Our fee-based financial advisery firm is committed to doing what is in your best interest.

Our focus is on you and your goals:

  • Wealth creation and distribution
  • Guaranteed retirement income for life
  • Tax-advantaged plans
  • WOW (Women of Wealth)
  • College funding with a goal to lower tuition
  • Institutional money management
  • 401(k) plans
  • HENRY/FIRE plans for high earners
  • Financial Services Alliance (professionals in law, accounting, mortgage, insurances and Social Security who create your cohesive financial plan).

Because... money does buy dreams

What’s one hour of your time worth?
If we could show you a way to realize your financial goals – whether it’s a 401(k) plan, college funding, retirement income for life or a HENRY/FIRE plan – would it be worth an hour of your time? Ready to get started on your dream plan?

Call us @ 714–368-7494 to schedule a no-cost, no-obligation meeting to discuss some ideas to make your dreams your reality.