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bill@tricirclefinancial.com
714-560-1679    

rachel@tricirclefinancial.com
714-560-9022    

Tri-Circle Financial Strategies

Tri-Circle Financial Strategies

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Families

 

What are your goals and dreams for you and your family?  What plans have you made for your future?  What can we do to support you along the way?

 

The starting point is getting to know you where you are right now and where you want to be in the future.  The difference is the “gap”.  The way to bridge the gap is with planning and solid financial tools.

Financial planning for families is about more than building wealth.  It is about managing risk and ensuing that your family is taken care of even if you are not around to take care of them. Estate planning is a way to leave a legacy that funds dreams for future generations.

Managing risk with your investment portfolio begins with understanding your Risk Profile.  This is a good indicator of the level of financial risk you are willing to take with your investments.  For a free risk analysis, please click on this Risk Profile Link.  This will take you to a short risk questionnaire that will help determine your Risk Number (from 1 to 99) and see how well your current investments fit your risk profile.

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We believe that understanding your risk profile and how to match it up with different investments is critically important.
One of the tools that we use is a web-based Investment Risk Profile.

To find out your “Risk Number”, click the Free Risk Profile button.

 

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Contact info


  •   1633 E. 4th Street, Suite 216, Santa Ana, California 92701
  •   rachel@tricirclefinancial.com
  •   714-560-9022
  •   bill@tricirclefinancial.com
  •   714-560-1679

William Sornstein
1633 E. 4th Street, Suite 216
Santa Ana, CA 92701
CA Insurance #0539924

Rachel Owens
1633 E. 4th Street, Suite 216
Santa Ana, CA 92701
CA Insurance #0714190

Rachel Owens and William Sornstein are Registered Representatives with, and securities and advisory services are 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: Arizona, California, Colorado, Nevada, and Texas.

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