23734 Valencia Boulevard
As independent advisors, we really love the opportunity we have to explore many resources. Not only explore them but truly benefit from them. How silly would it be to believe that one resource, company or person could have all of the answers? We understand that and always strive to find new valuable resources to add to our list.
We have a variety of great resources for research, advice, asset management, technology, advanced planning, family and asset protection, client relationships and practice management but the great news is that we’re not tied to any of them. We use all of our resources to develop plans and strategies in the most independent fashion possible. We value the resources and use them but we do not rely on any of them exclusively. We like to say that we have a giant team that is always changing and improving. We always search for the best information to ensure that we are doing the best job possible for our clients.