FINANCIAL SYNERGISTICS
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Protection Strategies

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​We’ve said it before, and we’ll say it again. One size does not fit all when it comes to insurances, trusts, and protecting your assets, future earnings, and supplemental years.
 
Success can breed complacency.

​We work with you to make sure that you don’t become complacent with your financial future. Are you approaching insurance as the asset that it can be, or are you viewing it as an optional expense? Do you know how a trust can add another layer of protection or do you see it as something to worry about later in life? Have you considered the impact of not having a strategy to your future earnings and how that could influence your income in your supplemental years?
 
We can help protect your future starting with where you are financially today. 

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