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Solutions for Families & Individuals

You have one life to live. Let us take care of the stressful stuff.


Life is too short to waste worrying about "if," "when," and "how much." Whether you're just starting out and looking for some advice on how to save for the future or at the end of your career and wondering if you have enough to retire,  we're here to help you. And we'll be here to answers your questions every step of the way. When you're ready to start saving for your kids' college tuition, we'll be here. Just like we'll be here when it's time to help pay for a wedding or when you're ready to hand in your retirement notice. When you work with us, you get a team of partners, working hard to make sure that you can spend your time focusing on what matters most - enjoying your one incredible life.


How We Can Help

We offer the following services to those seeking personal financial peace:


  • Retirement Planning

  • Investment Management

  • 401k Rollovers

  • Pension Optimization

  • Stock Option Consulting

  • Deferred Compensation Consulting

  • Transition and Layoff Issues

  • College Planning

  • Estate Planning and Inheritance

  • Tax-Efficient Investing


Don't see a listing for what you need? Doesn't mean we don't offer it. Send us a message regarding your current needs, and we'll give you a call to discuss how we can help.

Find an Advisor

Steve Coker, CFP®

President, Advisor

BS Accounting, Pepperdine University

MBA, Anderson Graduate School of Management UCLA  |  Tel: 888.571.5582 ext. 101

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