Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

UPCOMING EVENTS:

October 5
Post Election Outlook 2021 & Beyond Client Bring A Friend, Honolulu HI Event
6:15 pm
October 7
Retire Now – 3 Keys To A Confident Retirement (without sacrificing your lifestyle), Waipahu HI Seminar
6:15 pm
October 12
Post Election Outlook 2021 & Beyond Client Bring A Friend, Honolulu HI Event
6:15 pm
October 21
Retire Now – 3 Keys To A Confident Retirement (without sacrificing your lifestyle), Stockton CA Seminar
6:15 pm
October 26
Retire Now – 3 Keys To A Confident Retirement (without sacrificing your lifestyle), Stockton CA Seminar
6:15 pm

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at Manteca office: 209-825-8888 or Waipahu office: 808-469-4361