At Selfridge Financial Design, we take pride in our many years of experience. We have been in the financial industry since 2000. Our experience and knowledge helps clients to realize the benefits and value of comprehensive financial planning in every aspect of both their business and personal lives. We have over 30 years of experience as a business owner and thoroughly enjoy working with other business owners sharing our knowledge, recommendations and strategies to help them stay competitive in the market. We know that there are storms in life that weigh heavily on your mind - storms such as market volatility, economic uncertainty and the fear of outliving your savings. There are strategies designed to calm these storms. Life is too short to allow worry and uncertainty to play a role in your daily life. We value your time and business and are excited to help you become more financially independent and prepared for whatever life may send your way.
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Howard Financial & Wealth Management, Inc. is an independent Registered Investment Advisor serving Bakersfield, California and surrounding communities that provides financial planning and access to third party asset management. Our specialties include investments, retirement income strategies, fixed annuities, life insurance, long term care, and secure online storage of documents and financial information using our Generational Vault. Our mission is to provide the families we serve with innovative financial strategies, solutions, and planning that can result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Howard Financial & Wealth Management, Inc. Howard Financial & Wealth Management, Inc. provides investors custom tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts through our partnerships with third party money managers. Our goal at Howard Financial & Wealth Management, Inc. is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, Howard Financial & Wealth Management, Inc. is legally obligated to put our client's interests first. *Insurance offered through Howard Financial & Insurance Services, Inc.
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Moneywise is an independently owned, fee-based financial + investment advisory firm that partners with individuals, families, and business owners. Our team of fiduciary financial advisors has 60+ years of combined experience and work with a comprehensive Wealth + Tax + Estate model. We are passionate about helping investors make strategic decisions leading up to and throughout their retirement years. Tune in to our live radio show + podcast "The Moneywise Guys." Found on all major platforms.
Since 1984, California Retirement Plans has been working with friends and neighbors throughout the greater Southern California area to help meet their financial goals. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.
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With over two decades of experience in the financial services and insurance industry, Jason brings a broad background in investments, with an emphasis on retirement income strategies. He started his career during one of the most volatile periods in the markets history which helped reinforce the value of having a well thought out financial and insurance plan. Past roles with large financial firms have contributed to a practical approach when working with clients. His services include retirement strategies, life insurance, college funding, annuities, and estate strategies—all designed to reflect each client’s individual goals and time horizon.
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