Goal Investment Management is a San Diego based asset management firm specializing in consumer finance. We find unique investment opportunities and leverage our deep operational and analytical capabilities to optimize returns and manage risk. Goal Investment Management is a wholly owned subsidiary of Goal Investment Group.

Founded in 1980, Lifetime Financial Advisors (LFA) was created with the purpose of providing comprehensive financial planning and wealth management services to clients. LFA recognized the importance of providing ongoing and in-depth financial advice when financial planning was merely a seedling concept in the world of finance. LFA is committed to the original vision of providing a “lifetime” of service to clients and their families. Our team of competent advisors engage with clients individually to craft a plan for their money, life and legacy. Their experience and qualifications allow them to act as financial guides, helping clients pursue what matters most to them. Supporting our clients and advisors is our amazing LFA service team. Through a client-centered approach, we are committed to a high level of personable and responsive service. The financial consultants at Lifetime Financial Advisors are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Financial planning offered through Lifetime Financial Advisors, Inc., a Registered Investment Advisor and separate entity. The financial professionals associated with Lifetime Financial Advisors may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC. is a financial services company based out of 8580 LA MESA BLVD., SUITE 100, LA MESA, California, United States.

Having a guide to listen to your intentions and understand your vision allows you to take your life to a new level of enjoyment and fulfillment; one with action instead of reaction, confidence instead of fear, direction instead of ambiguity. We understand the importance of your goals, values, and purpose because we have them too. Our team works with families and entrepreneurs across the country to develop plans to guide them to reach their life goals, grow their business and build a legacy. When our Wealth Management and Heritage Design services are layered with our dedication and support, we help empower our clients to live life intentionally and develop the confidence that their children, grandchildren, and future generations will be prepared to manage, grow, and protect the inheritance they will receive. Wealth Management We don’t do a “one-size-fits-all” guide to wealth management. We work together with you to create a strategy and plan completely personalized to your situation, vision, values, and purpose. We set you on a path of living your life intentionally and help you preserve and improve your life wealth experience. Heritage Design Research over time has shown that 90% of plans fail by the third generation. Financial planning and estate planning alone are not enough to beat the 90% rule. Our Heritage Design services put your family legacy on the path to success. You live life by a set of values that guide you. We help you through specific proven steps to design a legacy that will inspire, motivate, and preserve your family and finances for generations. Everyone wants to feel confident, particularly when it comes to their financial future. After you've developed a strategy to build and preserve your wealth, you can live with the confidence that comes from making decisions that follow a systematic approach specifically tailored for your life.

The San Diego-based CCMI team provides proactive, personalized, fee-only financial planning and wealth management services. As fiduciaries, we put clients first, helping them make sound financial decisions and direct their hard-earned income to align with their long-term goals. We understand money doesn’t come with instructions, and financial planning and wealth management is a lifelong process. We are here to walk alongside you for years to come, instilling greater financial peace of mind. We work best with clients and referrals who are: • Business owners and executives • Professionals and growing families • Women in a life transition • Approaching retirement or recently retired Helping clients for over 40 years, CCMI has learned that financial planning is more than number-crunching and making recommendations—it’s about understanding your hopes, dreams, fears, and risks in order to design and help you implement your personalized financial plan. You are invited to visit our website for more information. www.myccmi.com

Equity Ag Financial Inc is a legal services company based out of 201 Lomas Santa Fe Dr, Solana Beach, California, United States.

Pacific Wealth Management is an independent firm specializing in comprehensive financial planning and asset preservation and growth strategies for high-net worth individuals. The Del Mar, CA boutique firm manages approximately $250 million in assets for clients throughout Southern California and around the world while delivering top notch, customized, personal service. PWM has developed Proactive Asset Management, a proprietary wealth management strategy, designed to continuously evaluate risks and actively manage client assets accordingly. All asset classes are considered, unlike traditional Wall Street firms whose focus is primarily on stocks and bonds. Clients benefit from broad, independent objective research and have successfully preserved and increased wealth, even in the most challenging market conditions. For more information about Pacific Wealth Management, please visit www.pacwealth.com

While we certainly can’t predict what the future will bring – we can predict with certainty how well we prepare for it and how we respond to challenges and opportunities along the way. And that’s precisely what we help our clients do: apply meticulous planning and rational, strategic decision-making to the pursuit of their lifelong financial goals. As advisors, we believe there is an intricate, elegant science to the management and preservation of significant wealth. So we adhere faithfully to proven principles and approach our work with an academic attention to detail.

Family Owned Financial Planning Firm Based out of San Diego, CA. Wealth Navigation Advisors services clients across the U.S. We service clients who are both active accumulators and retirees. Registered Representatives offering securities through Cetera Advisors LLC, a registered broker-dealer, (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera firms are under separate ownership from any other named entity. CA Insurance Licenses #0F60123 and #0M90666

Providing Clients With Tools to Keep Focused The core service of our practice is Wealth Management. That is helping clients to organize, simplify and manage their financial resources. Our mission is to provide the very best service to our clients so that they can concentrate on the important issues in their lives—family time, travel, charitable work, career building, or higher education. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA (finra.org) / SIPC (sipc.org). Jayne Byrne, Michael Lerner, and Steven Lerner are licensed insurance brokers in CA. The financial professionals associated with Nautica Wealth Advisors may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit: https://www.nauticawealthadvisors.com/ Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

High Bluff Private Wealth is a comprehensive financial planning firm specializing in investment management, insurance planning, tax minimization strategies, and college education planning. We also work with business owners in designing employee benefit plans including qualified retirement plans and executive benefit packages. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (finra.org/sipc.org). The financial professionals associated with DBA may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Canter Wealth was born out of the need for integration within the wealth management industry. Your financial story has many moving parts, what matters most is that they all work together on the same mission: to help you achieve your life goals.