FINANCIAL SYNERGISTICS
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Multi-generations

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You cherish your family and desire to put measures in place that will protect their interests along with your own. Because your family already gets along well and enjoys being together, you want to make sure your financial decisions will continue to keep everyone feeling coveted and considered while also inspiring your heirs to think long term in continuing to build the family wealth.

You find great honor and satisfaction in building a legacy that can be handed down to your next generation with thoughtful consideration and dutifully paying it forward. Your family is generations strong, and you need a firm that understands how important your family’s security and safety is to you. 

You want to give your family a hand up, not a handout, because independence and responsibility are values you hold dear and is what has made your family strong as a caring united front. 

Decades of Guidance. Generations Empowered.®
CORPORATE  OFFICE
180 E. Main Street, Suite 206
Tustin, CA 92780
T. 949.329.3408
​F. 949.377.3268
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REGIONAL OFFICE
2911 Turtle Creek Blvd, Suite 300-11a
Dallas, TX 75219
T. 949.329.3406
​F. 949.377.3268​
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  • Home
  • WHY US
    • Generations Strong
    • Family Centric
    • Pure Perspective Process
    • Planning Integrity
    • Productive Know-How
    • Circle of Influence
    • Lead by Example
    • Agile Solutions
    • Future Focused
  • WHO WE SERVE
    • Familes & Individuals >
      • Actively Outdoors
      • Inspired Retirees
      • Multi-Generations
      • Philanthropic Singles
      • Rainmakers
      • Suddenly Single
      • Young Professionals
    • Businesses >
      • Solopreneurs
      • Start-Ups
      • Family Business
      • Mature Business
      • Transitioning Business
  • WHAT WE OFFER
    • Individuals & Families >
      • Estate Planning
      • Family Wealth Planning
      • Retirement Road Mapping
      • Life Insurance
      • Protection Strategies
    • Businesses & Owners >
      • Asset Protection
      • Business Structure
      • Business Transition
      • Employee Retirement Plans
      • Executive Retention
  • INSIGHTS LIBRARY
  • PURE PERSPECTIVE
  • GIVING BACK
  • OUR TEAM
  • NEWS
  • CONNECT