12100 Wilshire Blvd,
Los Angeles, CA 90025
(310) 806-9454

What if I am not considered Gen X or Y, can you still help me?

Without a doubt. Our firm was originally designed to focus on the baby boomer generation, delivering services such as social security and medicare benefits consultation, retirement distribution strategies, and retirement housing options. However, the focus shifted the moment we realized that the younger generation was not receiving proper attention nor quality advice. Unfortunately, the high barrier to entry for good advice is still predicated on net worth and minimum asset balance thresholds. Our mission is to disrupt that trend. We want to share our expertise with all who need solid and sound advice regardless of your wealth, or the lack thereof.