“Security. Confidence. Peace of Mind –
That’s Milestone Wealth Management.”
WORK WITH ME
My mission is to help you make smart decisions on important matters that affect your financial life. These decisions are capable of either causing increased stress and worry or can bring your confidence.
My aim is to help give you more control of your money and help protect you from various entity's that will legally try to rob you from it. These include financial institutions, banks, Wall Street, and of course the IRS.
I can help you grow your wealth while still keeping you in control of your money so that you have access to it if you need it. This way it's available to you for emergencies or for any opportunities that may arise.
Products and Planning Services Offered
Financial Independence Planning
This is basically the same as retirement planning. I call it financial independence planning because many people nowadays are choosing not to retire even if they financially they are able to. This could also be called "make work optional" planning. This planning includes helping to maximize social security benefits and pension benefits. The emphasis of this planning is in helping to create a tax-free retirement.
Investment Portfolio Management
I provide fee based money management services. All assets are held with TD Ameritrade. You have 24/7 access to your account and also receive monthly statements. Types of investments used include stock, bonds, mutual funds, and exchange traded funds.
Life Insurance Planning
I can provide a review of any life insurance policies you own. I also sell life insurance. Products include term life, universal life, indexed universal life, and whole life.
Annuity Policy Review
I can provide an analysis of any annuity policies you own. I also sell annuity policies. These can be used as a conservative savings vehicle and/or to provide a guaranteed income stream for life to supplement the income from Social Security and/or a pension. The guarantees provided by an annuity are backed by an insurance company.
HOW DO I COMMUNICATE WITH MY CLIENTS?
I communicate by phone, email, through web-based technology, and face-to-face. It is your preference.
I have two office locations. One is located in Huntington Beach, CA and the other is in Irvine, CA. However, I work with clients across the country. I have embraced technology that allows me to work with you from the comfort of your living room.
If you are local and are the type that prefers to meet face-to-face we can meet in my office. However, if you are not local, or you just prefer not to fight traffic, we can use video conferencing, screen share software, or just the old fashioned telephone.