1633 E. Fourth Street, Suite 216
Santa Ana, CA 92701
714-560-9022

Financial Planning

Financial PyramidWhat is Financial Planning?

Financial planning is the process by which one systematically builds and manages wealth over time.  The purpose is to:

  • Create income for life
  • Leave the legacy you desire

Our Role

Our role as your financial planner is to help you:

  • Define your choices
  • Take Action

To accomplish this, we believe that we must develop long term relationships with our clients.  We need to understand your complete financial and life situation, including your goals, dreams and whatever obstacles might lay in the path.  This requires both trust and time to accomplish.  Financial planning is a process in which we are constantly working toward narrowing the Gap between where you are and where you want to be.

Rather than a static document, we utilize Wealth Vision through LPL Financial.  This consolidates all your information in one place and provides an real time progress report with secure online access.  An important feature is the ability to save copies of all your important documents in the Vault.  This provides you with 24/7 secure access anywhere you have an internet connection.

Other Advisors

No one has all the answers.  Every area of financial planning becomes more complex each year due to new laws and regulations, financial products and services, the changing economic environment, etc.  It is important the we, along with your other advisors, have a clear view of your ‘big picture’.  We will coordinate with your other advisors as needed, including your:

  • Attorney(s)
  • Accountant
  • Banker
  • Trust company
  • Property/casualty broker
  • Anyone else you consider an important part of your team

Financial planning is life planning.  It is an ongoing process to help you get where you want to go.  To see more about our process and how we use Wealth Vision, please view this short video or download a Wealth Vision brochure.

 

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Mission Statement

Our mission is to help make your financial life as simple and harmonious as possible.

We take the complex and make it as clear as we can. We believe that you should never buy a financial product or service that you do not understand.

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© 2006 - 2017 Tri-Circle Financial Strategies, Santa Ana, CA. All rights reserved.
Rachel Owens and William Sornstein are Registered Representatives with and Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California, Arizona, Iowa, Nevada and Texas.