Financial consulting in Huntington Beach, CA

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To make sure you're on a path for pursuing your goals and realizing your financial aspirations, you need the right partner standing behind you, creating the unique plan that will be the foundation for your tomorrow. That's your financial professional. And behind every great financial professional, is LPL. Providing fee-based portfolio management, annuities, life and disability insurance and Long Term Care. Please call my office directly at (714) 379=1920 for a free investment consultation/evaluation. Richard J. Rustin Financial Planner Securities, financial planning and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. CA Insurance License #0D55939

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Greystone Wealth Management specializes in helping individuals and families nearing retirement build tax-efficient retirement strategies designed to create reliable income, reduce unnecessary taxes, and preserve wealth. We provide fiduciary investment management, retirement income planning, Roth conversion strategies, Social Security optimization, estate planning coordination, and revocable living trust guidance. What makes us different is our focus on comprehensive retirement planning — not just investments. We help clients coordinate their income, taxes, investments, and legacy planning into one cohesive strategy. Our goal is to simplify complex financial decisions and help clients retire with greater clarity and confidence. We meet with clients in-office in Huntington Beach, CA and also serve clients throughout California and nationwide.