History
Our mission is no family left behind. Our vision is to be the largest distributor of financial products. We opened our doors in 2005. Since then, we've served over a thousand families all across southern California teaching them how to improve their financial picture. We have taken a different approach in a industry that has hardly evolved since the 1930s. Our average financial advisors age is in the mid-30s which has given us a great opportunity to serve those that are looking to long-term build a solid financial future with us. Because of our explosive growth we have actually opened up several other offices throughout southern California, Arizona, Texas, through to the East coast in Florida and New York, and even up north in Canada.
Specialties
Our business specializes in making our customers feel like financial education isn't just for the classes but rather for the masses. We have a fantastic group of financial professionals ranging from insurance to investments to taxes to real estate allowing anyone who is willing to learn platform to get better financially. Whether it's through are over 100 products that are specifically designed to help people get out of debt increase their assets protect their loved ones, send their kids to college or just save in case of emergency. We provide choice and have been doing so since well before the recession. Our opportunity to allow people to come work with us part time is one of our strengths as it doesn't require someone to leave there existing job but gives them a means to gain additional income.