FREE Educational Seminar

Gain an indepth understanding of safe money concepts.


What’s the word on the street?

The word is “SWAN”! Our clients could not be happier with our performance in helping them achieve and maintain the SWAN plan ( Sleep Well At Night). Don’t believe us? Simply look for yourself.

Gene and Gail West

It was enlightening to see what a difference it makes if I retire at 62 versus 64. We really appreciate your knowledge, guidance and honesty in leading us in the right direction for our retirement (and the years beyond). We just wanted to thank you for taking the time to meet with us. Walt, Paul and Chelsey are a fantastic team.

Cesar and Glenda Bautista

Cesar and I are very thankful for all you did to help us with our retirement planning. We no longer have to worry about the volatility of the market. Our investments are safe, protected and my principal will always be preserved. Thank you Paul, Walt and Chelsey for all that you do.