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Simplify Your Finances
With so many options, how do you develop a financial strategy? Do you know how much you should be saving for retirement? Are you looking for additional income opportunities? Do you have a plan to care for aging parents or a spouse? Financial goals should be comprehensive and focused on protecting your legacy. Find out how we can assist.

For Business Owners & Professionals
We focus on retirement and income planning for business owners, physicians, and medical professionals. Let us help you assess your risk tolerance, assist with investment analysis, and address fiduciary responsibilities today.
Our Client-Centered Approach
We work with you to create personalized investment portfolios to help develop your long term financial security. Let's sit down and discuss what’s important to you now, and discover the ideal plan for your future.
MEET SIMA ALEFI, AAMS®, WEALTH MANAGEMENT ADVISOR

Pre-Retirement Management
We create strategies that are tailored to your needs and goals.

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

Insights & Resources
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Download our Free Social Security Ebook!
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.