As a financial advisor, a father and coach, I enjoy serving the local community of my hometown in Tustin, California. It's incredibly rewarding to watch young players improve at sports and become better athletes. The lessons they learn on the field and on the court will carry on into their adult lives. Some of these lessons will be a great aid in their future success as individuals. I love being able to talk with both athletes and their families about these lessons. In doing so, I am also able to share what our family business has learned over many decades - how to reach their financial goals. I take joy in teaching families how to increase their retirement, and how to be better protected from loss of income, market volatility, and taxes. I love that by helping young athletes I can also help their families' financial future.
As a financial advisor, a father and coach, I enjoy serving the local community of my hometown in Tustin, California. It's incredibly rewarding to watch young players improve at sports and become better athletes. The lessons they learn on the field and on the court will carry on into their adult lives. Some of these lessons will be a great aid in their future success as individuals. I love being able to talk with both athletes and their families about these lessons. In doing so, I am also able to share what our family business has learned over many decades - how to reach their financial goals. I take joy in teaching families how to increase their retirement, and how to be better protected from loss of income, market volatility, and taxes. I love that by helping young athletes I can also help their families' financial future.
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.
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