Financial Strategies - Wealth Management Group

Description

• At Financial Strategies Wealth Management Group, our tagline says what our clients know: Because money does buy dreams. Our advisors specialize in helping you grow and preserve your wealth: Creating personal pension plans, securing your retirement and lifestyle, and reducing your taxes. We are retirement income, safe-money specialists. We are an independent, fee-based fiduciary an important distinction between our Registered Investment Advisory firm and retail brokers. We specialize in the following important areas: 1) Create/grow your wealth 2) Protect/preserve your life savings 3) Plan the distribution of your money in the most tax-advantageous way (in life and at death) 4) Institutional money management (vs. retail) 5) College planning/funding. Additional services include your personal and/or company management of 401(k)s, 403(b)s, TSAs, IRAs and Roth IRAs. If youre no longer at your last job, then your 401(k) shouldnt be either! You need a plan. Do your existing accounts need to be simplified, transferred or managed to meet your goals? It is our pleasure to offer our expertise. Ask us to review your assets for free so you never outlive your money and you reduce your tax liability. Call us @ 1-888-892-6454 for a free consultation in our beautiful penthouse offices by John Wayne Airport, conveniently located off the 405 and 55 freeways. As an independent Registered Investment Advisory firm, we dont work for corporate America we work for YOU. We have access to the full range of available investments from stocks, bonds, ETFs, annuities and life insurance to REITS to build, implement and manage customized plans for you and/or your business. Please, whether you meet with us or another advisor, learn about your options so you can make good decisions about your life, lifestyle and money. Because money does buy dreams Our RIA firm is expanding: LICENSED ADVISORS, call Bob @ 714-368-7494 to hear more.
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  Headquarters:6 Hutton Centre Dr Ste 1400 Penthouse Suite 1400, Santa Ana, California, United States

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  Phone Number: +1 714-368-7493

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  Website: https://www.fswmg.com

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  Employees:2

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  Revenue:$0 - 1M

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  Legal Name:Financial Strategies - Wealth Management Group

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• |  NAICS Code: 561499  |

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