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.
At Ametrine Financial & Insurance Services, the financial management process that we practice and have developed over the years begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we focus on your specific goals. With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you are confident in and comfortable with the financial suggestions we make.
Our services include retirement planning alternatives, passive income real estate investing, real estate investments, real estate portfolio building, 401k alternatives, cash management, financial planning and more.
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
Mortgage Loan and Real Estate
American Veterans Aid, a private company, is dedicated to helping war era veterans and their surviving spouses receive the Aid & Attendance Benefit which they so deserve.
