"Providing Professional Investment Advice with a Christian World View"

Our History
Years of experience have prepared us to guide you through your life transitions.

Retirement Planning
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Client Centered
After graduating from Cal Poly Pomona with a BS in Business Administration, Phillip worked with Merrill Lynch in Anaheim, CA. During the Citibank Smith Barney merger, Phillip was recruited to...
WE HELP YOU SET VIVID GOALS SO YOUR FUTURE IS IN YOUR CONTROL

It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.