Schedule A Complimentary Consultation
If you would like to schedule a cost-free consultation to discuss your retirement circumstances and receive a comprehensive analysis of your investments, income plan, pension and/or social security benefit, we would welcome the opportunity to visit with you. Please complete the information below or call/email us to schedule an appointment to discuss your financial outlook. We offer virtual appointments via Zoom for those who prefer the online approach or for those who live outside of the South Bay.
Directions to Our Office
We are located at 609 Deep Valley Drive, which is just off of Silver Spur Rd. between Crenshaw and Hawthorne Blvd. in Rolling Hills Estates on the Palos Verdes Peninsula. You will want to take the elevator on the ground floor of the West Building (closest to the Promenade Mall) to the second floor. There will be plenty of parking underneath the building, and if you have any difficulties on your way, feel free to call us!