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Families

We create strategies that are tailored to your family's needs and goals.  When can I retire and how much do I need to save for my children's college are common questions we help answer. 

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Women

Women tend to view financial planning and investing with a different approach, goals and overall view.  As a women, our founder has a great sense for helping pursue these goals. 

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Medical Professionals

Medical professionals have a very unique financial situation so we created a system designed for them. The system transitions from paying off student loans in residency to employee retention for the practice owner. 

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Relationship

Any successful relationship will always take time.  Our first meeting is complimentary and is typically a time for us to determine if we will be a good fit for one another. 

Goals and gathering

Understanding your goals while learning more about you and your financial life helps us put the pieces together.  Once we have this information we can start analyzing and putting a plan together.

Financial Plan

After developing the plan from our meeting we begin presenting strategies and recommendations.  We will always discuss this with you before any decisions are made.

Monitor & Adjust

Once we have implemented the plan we have put together we will meet quarterly to review any changes.  We are always happy to hear from our clients so whenever you have questions please reach out.  

Featured in South Bay Magazine

We were recently featured in South Bay Magazine!  We wanted to thank all our wonderful clients for making our business such a success.  Here's a clip from the article and the rest of the interview can be viewed by clicking the link below.

What is the best way parents can help children save for the future?

“Start an investment and savings program with your children from an early age.  If you open them a savings or investment account and teach them..."

Read the Article

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

*All investing involves risk, including the possible loss of principal.  There is no assurance that any investment strategy will be successful. Past performance is not indicative of future results.

**Before investing, the investor should consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 Plan.

***There is a surrender charge imposed generally during the first 5 to 7 years that you own an annuity contract.  Withdrawals prior to age 59 ½ may result in a 10% IRS tax penalty, in addition to any ordinary income tax.  The guarantee of the annuity is backed by the financial strength of the underlying insurance company.  Investment sub-account values will fluctuate with changes in market conditions. Riders are optional contract features and come at an additional expense.

Investors should consider the investment objectives, risks and charges and expenses of the variable annuity carefully before investing. An investment in a variable annuity involves investment risk, including possible loss of principal.  Variable annuities are designed for long-term investing.  The contract, when redeemed, may be worth more or less than the total amount invested.  Variable annuities are subject to insurance-related charges including mortality and expense charges, administrative fees, and the expenses associated with the underlying sub-accounts.  The prospectus contains this and other information about the variable annuity. Contact Nancy Gragg at 225 Ave I Ste 201, Redondo Beach, CA 90277 or (310) 792-2424 to obtain a prospectus, which should be read carefully before investing or sending money.