Safety before most

DOVER MANAGEMENT CORPORATION is a company based out of POST OFFICE BOX #2390, TOLUCA LAKE, California, United States.

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.

Founded over 40 year's ago, RS Crum is a fee-only financial planning and investment management firm located in Newport Beach, California, specializing in providing objective financial advice to help clients manage, grow, and protect their assets during their working lives and through retirement. The RS Crum team is composed of highly-educated and experienced professionals devoted to the highest standards of client service and include four Certified Financial Planners®. Our personalized approach allows clients to look to us for much more than investment advice. As fiduciary consultants, we prefer to serve our clients – not sell to them.

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.

One Degree Advisors helps people who are committed to connecting plans for their finances, family, and future. Your financial future can be complex, making it difficult to cut through the noise and know what steps to take next. Every small detail can have a large impact on your finances, the same way a single degree can cause a plane to travel off course from its intended target. Every degree counts!

Who you entrust your money to is of critical importance and when it comes to money, no two people are alike. At McCarthy Wealth Management, we get it. The intelligence, education, credentials, and experience of the team at McCarthy Wealth Management together have allowed us to create a meticulous and truly mindful approach towards the personalized and trusted guidance you need. *Securities and investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC, a registered investment advisor. McCarthy Wealth Management is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment advisor. 3300 Irvine Ave, Newport Beach, CA 92660 ph 714-245-1381 This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, IA, IL, LA, MI, NH, NV, NY, OH, OR, WA and WI. No offer may be made or accepted from any resident outside the specific states referenced.

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