Do you know someone who could benefit from our services?
It would make our day to receive a referral from you—a satisfied client! If you have friends or family who would benefit from our services, we would be happy to set up a complimentary consultation to introduce ourselves and walk them through our comprehensive BLUE Process and available services.
Referrals Form
We will get back to you as soon as possible.
Please try again later.
Reach Out Today
Find Us
Interested in learning more about how we can help you with your retirement income strategy? Contact us to schedule an appointment.
Call Our Office: 949-916-0070
Contact Us
We will get back to you as soon as possible.
Please try again later.
Schedule an Appointment
MEMBER OF
Investment advisory services are offered through Emerald Blue Advisors, Inc., a registered investment adviser offering advisory services in the State of California and other jurisdictions where registered or exempted. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless otherwise permitted. Licensed Insurance Professional, CA #0C25355.
The contents of this communication and any accompanying documents are confidential and for the sole use of the recipient. They are not to be copied, quoted, excerpted or distributed without express written permission of the firm. Any other use beyond its author's intent, distribution or copying of the contents of this e-mail is strictly prohibited. Nothing in this document is intended as legal, accounting, or tax advice, and is for informational purposes only.
Licensed Insurance Professional. Provided content is for overview and informational purposes only. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. ARE-14848 / 2023/17445275