Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Joe Hagler, MBA, AIF®, CRPC®, CLTC®, received his master's degree from Northwestern University and began his investment consulting career with the Northern Trust Company. There he worked with plan sponsors in the area of...
CeFT© Financial Paraplanner
714-633-0660 x 102
Michelle Hensley has always been involved in working and serving the marginalized, those that we can possibly forget if we aren’t low income, fatherless and widows. Having started and ran a successful non-profit, You Are Special, a...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.