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Step away from your overworked lifestyle toward a serene existence of financial independence.

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Simplify Your Finances

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.

Investment Strategies for Individuals & Families

For Business Owners & Professionals

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.

Strategies for Businesses



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

Pre-Retirement Management

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

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Post Retirement Money Management

Post Retirement Money Management

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

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Insights & Resources

Insights & Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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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.