Financial Planning
Helping individuals and families to establish a financial plan that is supported by a foundation of healthy money habits and effective financial management to achieve lifestyle goals.
"Peace of mind for most retirees is having a consistent "direct deposit" that they will not out live and is not subject to risks associated with the stock market or changing interest rates."
"Safeguarding a family's lifestyle is an important part of the "what matter's most" conversation."
"Our priorities in life are often a reflection of how we spend our time and money."
Lori A Davis, CFP®, ChFEBC℠
loriadavis@earthlink.net
951.218.4901
CA Insurance Lic. 0D16187
CA DRE-Broker Lic. 01231292
Real Estate Planning
We assist both the experienced and the first-time buyer or seller with the upfront planning and overall process of buying and selling properties, as well as assisting investors with wealth-building strategies.
Estate Planning
Working with individuals and their estate-planning attorney to develop strategies to organize, utilize, and distribute assets for longevity and legacy purposes, as well establishing instructions pertaining to health care decisions.
"Your Home plays a role in many areas of your life, it provides a solid foundation and a secure structure to allow you to be your true self...it's a place where life happens..... it's a place of memories."
Topic Specific Help
Helping individuals who simply need guidance pertaining to a specific question or issue. Request a Complementary Telephone Discovery Session today.
"Estate planning can be as simple as updating a beneficiary on a small savings account and or as complex as a large family trust....estate planning is for everyone! As an additional thought, the need to plan is not immediate...until it is."
Services
Retirement Income Strategies
Helping pre-retirees and retirees to develop income distribution strategies for the foundational needs of retirement.
"Financial knowledge is a key ingredient to a solid foundation for making financially responsible decisions - decisions that are integral to our everyday lives."
Your Life. Your Money. Your Legacy.
Insurance Planning
Helping individuals explore and develop strategies to protect "what matters most" against an unforeseen loss of income or other unplanned circumstance.
Financial Education
Helping individuals and families become more knowledgeable about their money and common life planning topics. Webinars and workshops are provided to offer a more convenient way and cost effective way to learn and ask questions. SUBSCRIBE HERE to receive notifications of upcoming webinars. You may also add to the comment section financial topics of interest to you.