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23101 Moulton Parkway, Suite 108
Laguna Hills, CA 92653
Phone:
  • (949) 855-8889
Fax:
  • (949) 587-0520

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Financial Planning • Financial Coaching • Financial Guidance

Our clients are everything. If we do a good job, they send their kids and grandkids to college. They take nicer vacations and have a better retirement. Our clients goals are our goals, and we put them first in everything we do. This is the essence behind every decision we make.

Today's financial world can be daunting, there is more information than ever, and countless opinions.  At Laguna Financial Advisors we seek to cut through the noise, and make your financial life managable.  We work hand in hand with all clients to provide them with Personalized, Straightforward, and Ongoing plans that adjust as your life changes.  

Your life doesn't stop, so why should your Financial Plan?

 

Today's investment climate offers unprecedented opportunities. At Laguna Financial Advisors our highest priority is to help clients take advantage of those opportunities by providing them with three key tools:
1. A clear understanding of their financial goals
2. A well-defined roadmap to help achieve those goals
3. Ongoing advice to help adjust their roadmap when their needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial plan that fits their unique needs and enables them to meet both short- and long-term objectives.

On our website, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our website often, as our content is constantly changing.


We recognize that each investment represents the hopes and dreams of someone's future. It's the expectation that it will be wisely invested and return enhanced. This is critical because we know that a poor investment can have years of negative impact on an investment portfolio. And for many, their quality of life hangs in the balance. We take this responsibility seriously and hold this thought as our highest priority. It's what drives everyone at Laguna Financial Advisors to deliver the most ethical and highest quality investment advice possible.

For help with your financial management, or for more information, please contact us today.

 

"We currently have representatives registered  to offer insurance products in the States of: Alaska, Alabama, Arizona, California, Colorado, North Carolina, New Jersey, New Mexico, Oregon and Texas.  We currently have representatives registered to offer Securities in the States of: Alaska, Alabama, Arizona, California, Colorado, Florida, Idaho, Indiana, Massachusetts, Missouri, North Carolina, New Jersey, New Mexico, Nevada, Oregon, Texas and District of Columbia. This is not an offer to sell or solicit securities or insurance in any other state of jurisdiction."