You are invited to a complimentary workshop that will teach you what you don’t know about investments, taxes, retirement, social security, long-term care and legacy planning. This is complimentary and there is no commitment for attending the event.

Summit House

2000 East Bastanchury Road

Fullerton, CA  92835

Tuesday, March 4th

or

Wednesday, March 5th

at 

6:00pm

Cover this costly risk using alternative products without large expenses.

Create a distribution plan that is designed to help you make it through retirement.

Learn Tax reduction strategies based on the new "Trump Tax" law.

Low risk financial products that are designed to help produce attractive returns.

How to avoid probate and make sure that your health care is protected.

With 567 different ways to elect your benefits, find out which could pay you the highest income for life.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship. 

David CA License #0B34918, Neda CA License #0L51510.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

Our firm is not affiliated with the US government or any governmental agency.