Our Philosophy

Our Philosophy

Our philosophy is simple, we want to get to know you!  By accomplishing this we can help you make the best financial decisions possible so you can feel the freedom to be inspired.

As a firm our focus is to understand your goals and develop a plan or strategy to reach them.  We will meet with you to understand and review your objectives, present analysis, and deliver and discuss recommendations. Together we implement the recommendations, then we complete regular meetings to assess the progress towards your goals.  Because there are many factors that may change your personal situation or the financial environment, when necessary we will make adjustments to your plan or strategy to keep you on target.

Due to the ever-changing nature of finances and economies it is of the utmost importance to us to be proactive and knowledgeable on the economics of the day.  We are committed to staying up-to-date on relevant tax ,estate, and social security legislation and the current state of economics both domestic and international. We do this not only because we truly enjoy it but to provide you with the best financial advice for your particular situation now and as time progresses.

 

Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Capital Insight Financial Group and the Securities America companies are separate entities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Jacob Reid, CA Insurance license # 0H05483

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