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

You Are The Focus

Our focus is on you, the client…

We love our clients because they care about their families, their businesses and the community.  The areas that we work on are long term, often lifetime, issues.  Clients come to us with problems that we help them solve:

  • How do I pass my business to my children?
  • What kind of investment portfolio makes the most sense for me and my family?
  • When can I afford to retire?
  • Which benefit programs are right for my business?
  • How do I attract and retain quality employees?
  • How much insurance should I have?  What kind of coverage?

Before we begin to answer these types of questions, we invest time and effort into understanding your situation.  Facts are a starting point.  Beyond that, we want to know what makes you tick, what keeps you up at night and who and what you care about.  Only then can we begin to design to a plan that fully meets your needs.

One of the tools that we use is a web-based Investment Risk Profile.  To find out your “Risk Number”, click the Free Portfolio Risk Analysis button.

 

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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.