our mission to our valued customers is very simple:
- To maintain the highest ethical standard at all times.
- To analyze and recommend products that meet our client’s goals and objectives.
- To provide quality service before, during and after a business has taken place.
- To provide competitive products through strong financial institutions.
- To stay updated on all issues of policy and provision changes that may affect our clients’ financial strategies.
An organization with superior support staff, offering special products and services.
You will receive the most professional and qualified information available.
We help you plan your future, meet your financial goals, especially the growth and preservation of your business, your children's education and economical independence for your retirement.
In essence we want to help you reach your goals in a safe and efficient manner. Your financial goals are important to you, your family and us.
Towards this end we have a six step method to address your Financial, Commercial, and Business concerns:
- Establishing the Client – Planner Consultant Relationship.
- Gathering Client Data Including Identifying Risk and Goals.
- Analyzing, Evaluating and Researching Client’s Information.
- Developing and Designing an Action Plan and Alternatives.
- Implementing the Best alternatives and Recommendations.
- • Monitoring the Plan and Future Recommendations.
I am a Board Certified Financial Planner and I am also a Registered Investment Advisor Representative in California with many years of experience in financial and insurance services with emphasis in financial and retirement planning. Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor.
My staff and I are ready to assist you, please contact us at any time.
Jamie d. Hernandez, CFP®