Welcome

We are committed to providing our clients with the professional and individual attention necessary to help them achieve their financial goals, offering continued service as their needs change. In today’s changing economy, people need financial coaching to help survive the storms of life and prepare for their future.

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Have you set your annual financial goals?

Are you financially further ahead now? With my Money Makeover Workshops you can reset your finances, investments, and retirement plans.

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Planning for life stages

Your financial goals and priorities change as you age and during different phases of your life or circumstances. Regardless of where you are in life, you can find advice that pertains to you.

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Is your family prepared?

Estate planning is one of the most important steps you can take to ensure a healthy financial future for you and your family. Call for a consultation.

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Control Debt & Save

Is your debt under control? Do you have a set budget and financial plans for the future? Call today for a consultation on your Budgeting & Savings.

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Retirement Ready?

How much will you will need for retirement and how much are you on track to have? Call today to strategize with a licensed financial professional.

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Healthy Investing

One of the keys to successful investing is a portfolio that matches your investment objectives. Call today for a consultation on your investment plans.

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Business Solutions

In the face of competition, there is much you can do to position your business for success. Call today for a consultation on your business plans.

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Tom Meaglia

ChFC® AEP® CLU® CRPC® MSFS

Investment Advisor Representative
Chartered Retirement Planning Counselor

CA LICENSE #0567507
SEND ME YOUR FINANCIAL QUESTIONS! >

Julie Meaglia

B.A. in Communication Studies

– Biola University, CA

Julie manages the operations, administration & marketing of their 25 year financial consulting business.

FINANCIAL CONSULTING

The sooner you start saving, the more time your money has to grow! See Tom’s steps for getting your finances under control. Put your plan into action one step at a time…

RETIREMENT

Now more than ever, families and individuals need to establish personal budgets. Increased life expectancies have raised the level of retirement income that is needed…

INSURANCE

In business, risk managers assess their companies’ internal and external risks and takes steps to limit them. This same process can be used in your personal life. Here are some guidelines…

INVESTING

One of the keys to successful investing -particularly just prior to or during retirement – is making sure your investments in your portfolio match your investment objectives…

ESTATE & TAX PLANNING

The federal tax filing deadline of April 15 may seem far away, but the date can sneak up on you before you realize it. The following simple tips may not offer advanced tax planning help…

BUSINESS SOLUTIONS

No one ever said that running a successful business was easy. Stories about business failures abound, whether failure was due to lack of capital, the wrong idea, the wrong place…