Contemporary Retirement Strategies

CONNECT

Address:

3000 East Birch Street, Suite 101
Brea, CA 92821

Phone:

714-528-8823

Fax/Other:

844-714-0562

Asset Management

One of the most critical aspects of wealth growth and retention is the ability to act upon the various changes in our portfolios due to social, economic, and legislative occurrences in our lives. As the average investors is too busy and unskilled to deal with these common  and regular changes, asset management has become extremely important in today’s high tech world of fast communication.

By customizing my client’s portfolios based on risk tolerance, time frames and goals, I am able to utilize the appropriate tools to help control some of the volatility of their investments and possibly maintain a sustainable growth pattern of their assets.

As an Investment Advisor Representative I can place my client’s assets in mutual funds, annuities or hire professional money managers (fee base) to pursue greater diversification and better asset management.

For additional information or to schedule a meeting, do not hesitate to contact me by email or by completing the Contact Form found under the Our Location Tab above. Thank you for your interest.