We all need to get better at looking forward to the future and doing a better job of moving the pieces around so we can live the life we want. Technology makes us look at our money less (e-statements) and spend it more easily (Amazon, Streaming Ads, Apps, Self-Help Stock Brokerages). We need to have strategies in place so these important aspects of our lives are regularly managed. From building you a budget to developing savings plans for the future to life insurance and long-term revenue streams like annuities.

Call and request a Personal Financial Check with Trish 562 434-4725. We can help you get a handle on it. The first appointment takes about 90 minutes. License # OK78166