We are committed to providing you with the highest level of service and integrity in your financial affairs. In many ways, you are entrusting us with your financial well-being. It is not a responsibility we take lightly. To do our job completely, we work with you and your other advisors to access and analyze your current situation. We listen to your future desires.
Then, once we have a clear understanding of where you are and where you want to be, we consult with selected members of our team - attorneys, accountants, pension specialists, and niche planners - to develop a coordinated plan designed to help you pursue your goals and objectives. When you approve our recommendations, we act as a "tour guide" with you, and your other advisors, to implement and monitor your plan.
We've built our reputation over 30 years by providing superior service to thousands of individuals, business owners and professionals, and we believe that our continued success depends on our proven ability to provide practical, cost-efficient, and customized solutions to our clients' needs.
Then, once we have a clear understanding of where you are and where you want to be, we consult with selected members of our team - attorneys, accountants, pension specialists, and niche planners - to develop a coordinated plan designed to help you pursue your goals and objectives. When you approve our recommendations, we act as a "tour guide" with you, and your other advisors, to implement and monitor your plan.
We've built our reputation over 30 years by providing superior service to thousands of individuals, business owners and professionals, and we believe that our continued success depends on our proven ability to provide practical, cost-efficient, and customized solutions to our clients' needs.
Services
We at Strategic Alliance are well known for our reputation and good standing within the community.
Our focus continues to be high-quality service to individuals and their families, business owners, and professionals.
Our mission is to be the premier provider of financial concepts, services, and products in Southern California.
We have actively managed and directed literally hundreds of millions of dollars in current and future benefits on behalf of our clients.
We work with many leading accountants and estate planning attorneys.
Our focus continues to be high-quality service to individuals and their families, business owners, and professionals.
Our mission is to be the premier provider of financial concepts, services, and products in Southern California.
We have actively managed and directed literally hundreds of millions of dollars in current and future benefits on behalf of our clients.
We work with many leading accountants and estate planning attorneys.
We've put together a library of information on important financial topics that we believe you'll find helpful.
This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.
This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions.
They are not intended to predict future returns or results.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Rates of return will vary over time, particularly for long-term investments.
Investments offering the potential for higher rates of return also involve a higher degree of risk of loss.
They are not intended to predict future returns or results.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Rates of return will vary over time, particularly for long-term investments.
Investments offering the potential for higher rates of return also involve a higher degree of risk of loss.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics.
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
Select one of the flipbooks below and click the image to view it.
The decisions you make about money form the basis for your financial future and can help you pursue your goals.
Weighing the risks and rewards of various investment options can help you develop a sound investment strategy.
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
Select one of the flipbooks below and click the image to view it.
The decisions you make about money form the basis for your financial future and can help you pursue your goals.
Weighing the risks and rewards of various investment options can help you develop a sound investment strategy.
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events.
Choose any of the videos below and then click the start arrow to watch.
Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
When leaving your employer you'll need to decide what to do with the money in your retirement savings plan.
Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.
Choose any of the videos below and then click the start arrow to watch.
Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
When leaving your employer you'll need to decide what to do with the money in your retirement savings plan.
Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.
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