$11MM AUM | $198,000 GDC in Corona, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Corona, CA, US
Fee 0% Commission 100%
Gross Revenue
$198,000.00
# of Accounts
47
Avg Client Age
65
Overview

My business focuses on Estate and Retirement planning. As an RIA, we act as fiduciaries to our clients, always doing what is in their best interest. We help clients as they transition from a focus on growth to a focus on preservation and income. We assist our clients with planning their cash flow/income, reducing taxes, portfolio management, protection planning, and estate planning. Preservation of principal is paramount, as clients will not have time to re-enter the workforce to save for retirement. We use various asset classes to provide true diversification of a clients' assets and always seek to provide low correlation among their investments.

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