At Economics & Family we are a full-service wealth management and financial services company serving the greater Los Angeles and Orange County area. We specialize in wealth management strategies, secure retirement design, estate planning methods and proven tax saving programs. We primarily serve a group of very successful individuals and business professionals who choose a work-optional lifestyle. Over the past 30 years, we at Economics & Family have developed and refined a proprietary process called the Financial X-Ray™. Our time-tested and proven process integrates secure wealth management strategies, retirement planning and design, real estate investments, life insurance and family asset protection, and has powerfully enabled our clients to live a life by design.
Financial planning advisors in Irvine, providing wealth management custom-built around your goals and your life. Services include investment advising, tax strategy, and estate planning.
We specialize in financial planning and asset management services to individuals, business, as well as non-profit organizations. We provide these services without selling any financial products. Our only service is the advice we provide and we are only compensated by our clients.
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TideRock Financial, LLC is an independent investment firm providing comprehensive wealth management services to individuals and families, estate and heritage planning, as well as investment management for qualified company 401K plans. At TideRock Financial, we specialize in uncovering global investment opportunities. By accessing the very best institutional funds and alternative investment vehicles that are not available to the general public, TideRock Financial is consistently identifying investments that should do well in a declining stock market. TideRock Financial is differentiated from other investment advisory firms in its fee-only approach that puts its customer's interests in the forefront of every investment decision. We act as your fiduciary, do not sell insurance products, nor do we receive any incentives to invest in one financial product or fund over another - thereby eliminating the conflicts of interest that are unfortunately all too common in the investment industry.
Spectrum Wealth Management LLC, is a distinct wealth management firm providing a comprehensive and integrated approach to accumulate and protect your wealth. We make the wealth management process simple, comprehensive and most importantly; we actively manage your plan with you so you achieve your goals and objectives.
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Nelly is a dedicated financial professional with over 14 years of experience in the industry. Known for her client-first mindset, she goes above and beyond to deliver exceptional service. Her professionalism and integrity shine through in every interaction, ensuring her clients feel supported and empowered in their financial decisions. Born in Nayarit, Mexico and raised in California, Nelly carries her family values into everything she does. Outside of work, she finds peace in solo hikes while listening to her favorite music, and her greatest joy comes from rooting for her teenage daughter during softball season. With both expertise and heart, Nelly is committed to helping families create stronger, more secure financial futures. Nelly's Core Services: Retirement Income Strategies Tax Saving Strategies Certificate of Deposit (CD) Alternatives 401(k), 403(b), 403(a), 457 Rollovers Life Insurance Medicare Mobile Notary Nelly is Insurance licensed in CA California Insurance License No. OI64505
Document preparation for Student Loan Consolidations through the Department of Education for client with Federal Student Loans.
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