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Personal & Business Financial Services

Teaching and Coaching You Through Personal Financial Services

We believe that through financial education, we can empower you to make informed financial decisions and help you stay focused on your goals, regardless of market performance. That’s why we offer comprehensive personal financial planning services, all based around an educational approach and a coaching mentality.

Wealth Management

Our wealth management service goes beyond numbers and market performance. We serve as your trusted financial coach and work to educate on the principles behind our recommendations. With a transparent and personalized approach, we can help you navigate the complexities of investing, retirement planning, tax strategies, while keeping you focused is on your ultimate goals and desires.

Financial Planning

Our most popular and comprehensive service, financial planning encompasses everything from budgeting and savings, to retirement planning and investments. We can coach you through every step and every decision at every stage of your life, ensuring transparency and and educational focus along the way. This services is designed to help you build a solid financial foundation in every area so you can pursue your why.

Retirement Planning

We specialize in retirement income planning, especially for individuals and couples nearing or already living in retirement. Our CFP® professional, Nevin Samuy, can leverage his expertise to help you explore the income distribution phase for your situation, including investment options, tax strategies, ways to optimize your Social Security or pension benefits, as well as strategies for transitioning from the income earning to income distribution phase. In short, we’ll help you build financial confidence for whatever is next for you.

Tax Planning

Effective tax strategies can result in significant tax savings, meaning you could keep more of what you’ve earned and saved. We specialize in building tax advantaged wealth and investment management strategies for hard-working people in Los Angeles and nationwide, with extensive tax knowledge and experience. We can also coordinate with your tax professional and other advisors to ensure your strategies are carried out as intended.

Insurance & Protection

Having sufficient insurance coverage means you can face an unknown future with greater financial confidence. We can help you assess your areas of risk and coverage needs in order to determine what types of coverage you need and how much. We can help you assess your options and find the best-fit plans for your situation and budget. We specialize planning for disability income insurance, life insurance and long-term-care insurance.

College Planning

CFP® certificant, Nevin Samuy and team will help you navigate the complex landscape of college expenses. From exploring savings options and financial aid strategies to evaluating tax implications, we can provide personalized guidance every step of the way. Let us help you create a tailored plan to make higher education more accessible and affordable, ensuring a bright future for your family.

Estate Planning

Estate planning is an essential component of your overall financial plan. An effective estate plan can ensure your final wishes are carried out, while protecting your legacy against the impact of taxes and your loved ones from unnecessary financial strains and administrative burdens. We can walk you through a detailed process to review and update existing plans or develop new ones to reflect your current circumstances and wishes.

Charitable Giving

Many of our clients are incredibly generous and desire to give back in strategic ways to make a greater impact and leave a lasting legacy. If you want to make giving a part of your overall financial strategy, we can assist you in developing a plan to guide your efforts and maximize your impact, while ensuring that your tax strategies account for all the tax benefits that your charitable giving may afford you.

401(k) Plans

If you have a 401(k) or similar retirement plan with an employer, our CFP® professional, Nevin Samuy, can help you optimize your contribution and investment strategies for your unique situation. Or, if you have an account with a previous employer, we can provide professional, fiduciary advice on what to do with and how to optimize those existing funds.

Retirement Plan Consulting

Offering a well-managed retirement plan can be an effective tool to help business owners recruit and retain top talent, but it’s also time consuming and can present risks for the plan sponsor. We can help you design and build a custom plan tailored to your needs and the needs of your employees. Likewise, we can also assess your business’s current retirement plan, comparing its performance against plans of a similar size, in order to optimize its performance and help increase employee participation and satisfaction.

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About Us

We prioritize financial education and approach it comprehensively in order to help address the unique planning needs and wants of individuals and business owners in LA.

About Us

Our Approach

We take an educational approach to financial planning, empowering you with the knowledge and tools to fulfill your personal why and achieve your financial goals with confidence.

Our Approach

Contact Us

Why are you here? If you’re ready to pursue the financial goals that can empower you to fulfill and reach your reasons, we’re here to help you do just that.

Contact Us Today