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18 Years Worth of Days Bridging the Confidence Gap The Cost of Procrastination What Can a Million Dollars Buy You? Where Is the Market Headed?

"Providing Professional Investment Advice with a Christian World View"

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

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

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Retirement Planning

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

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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...

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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.

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