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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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Services

Gap Analysis

 

Gap_analysis Our services start with a “Gap Analysis”.  We begin with understanding where you are today.  Then we look at your goals, where you want to be in the future.  The difference between where you are now and where you want to be is “The Gap”.  Then we develop and implement a plan designed with the goal to bridge that gap.  Typically this is an ongoing process.  Most goals are not easily achieved in one year or less.  So each year we review your progress and see where you are now and where you want to be.  Then we adjust the plan and keep going.

Life Happens

The things you wanted when were 21 are usually not the same things you wanted when you are 40 or 50 or 60.  Life happens.  You get married.  Children are born.  You start a business.  Every year brings new challenges and opportunities.  That is why this is an ongoing process.  Goals are not static.

When choosing a financial advisor, it is important for you (and for us) to ensure that there is a good fit between the type of services you are likely to need and the services your financial advisor is able to provide.  We have over 60 years of combined experience providing a variety of planning services for our clients.

Whatever your needs, it all starts with careful planning.  Finding the Gap and filling it is where we begin.

To find our more, please Contact Us.

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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.

 

Check the background of this investment professional on FINRA's BrokerCheck

 

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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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