With so much financial information out there, how do you decide how much you should be saving for retirement? Will you have to take care of aging parents? Financial goals should be comprehensive and include protecting your legacy
Calculate a Retirement Plan through Risk Tolerance, assist with investment option analysis, address fiduciary responsibilities together.
MEET OUR TEAM and OUR LPL PARTNERS
We work with you to create advanced and diversified personal investment portfolios for when you plan your long term financial security. Let's sit down together and discuss what’s important to you and what makes the most sense for you to plan for now and later.
MEET SIMA ALEFI, AAMS®,WEALTH MANAGEMENT ADVISOR
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.