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.
MEET OUR TEAM and OUR LPL FINANICAL RESOURCES
MEET SIMA ALEFI, AAMS®, ChFC®, WEALTH MANAGEMENT ADVISOR
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.
No matter where you are in your financial journey, we are delighted to help you take your next step! Click below to schedule a complimentary introductory call with one of our advisors to get started.
We create strategies that are tailored to your needs and goals.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.