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About Us &
What Truly Matters
People Matter
We believe that every individual has immense value and deserves respect and honor. Recognizing the significant impact finances have on people's well-being, is the "why" that drives us to assisting people with their finances.
Integrity Matters
We conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
Communication Matters
We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. Our clients deserve the type of communication that is frequent, timely, truthful, and relevant.
Service Matters
We believe that good service is practical and that great service is necessary. We will pursue perfection and in so doing “catch a little excellence along the way.” - Vince Lombardi
Founded on transparency, built on trust, & driven by results.
What matters to us... is you.
Our Services
Confidence.
Security.
Peace of Mind.
We take the time to understand our clients' individual situations, challenges, and worries. Then, as a team, we build a unique strategy to tackle their specific goals and obstacles, breaking it down into simple, actionable steps. By tailoring financial retirement plans to each persons needs, we empower our clients to take control of their futures.
Retirement Planning
Financial decisions to secure a comfortable future after work, including saving, investing, and budgeting wisely.
Retirement Income Planning
Strategizing to ensure a steady stream of income during retirement through smart investment and financial management.
Tax Planning
Strategizing to minimize tax liabilities and optimize financial decisions within the legal framework.
Volatility Protection Strategies
Implementing measures to shield investments from market volatility and mitigate potential losses.
Maximizing Social Security
Strategically planning to maximize Social Security benefits during retirement.
Reviewing Life Insurance Coverage
Assessing and updating life insurance policies to ensure they align with current needs and goals.
Our Team
Jordan Mangaliman
Jordan Mangaliman
"My passion is to help people secure their future to enjoy retirement without a worry, and build their wealth that lasts generations!"
Giselle Mangaliman
Giselle Mangaliman
Lisa Martinez
Lisa Martinez
James Jurica
James Jurica
“But seek first the kingdom of God and his righteousness, and all these things will be added to you.”