The Advisory Group:
Navigating Your Financial Future

CONNECT

Address:

20955 Pathfinder Rd Ste 110
Diamond Bar, CA 91765

Phone:

909-869-7880

Fax/Other:

909-869-7680

Our Commitment

We realize that our clients are looking for someone who is competent to help them coordinate the complexities and challenges of their financial affairs. As your primary Financial Advisor, you can expect us to:

1 Possess a comprehensive breadth and depth of industry knowledge.
2 Always have your family’s best interests behind every financial recommendation.
3 Provide clear, complete, and timely communication.  Help you filter the flood of data into information for you to use.
4 Be focused on overseeing your family’s financial affairs, not marketing our practice.
5 Make appropriate investment recommendations.
6 Fully disclose all fees.
7 Keep you informed of any events that might impact your family’s finances.
8 Deliver high-level, professional, and friendly personal service.
9 Care more about you than just your investments.
10 Fully understand your family’s goals and needs.
11 Help you create and execute an up-to-date formal financial plan.
12 Develop and communicate a financial recovery strategy for your family.
13 Coordinate all of your family’s investment decisions.
14 Resolve problems quickly and to your satisfaction.
15 Help you organize and keep up-to-date all your important financial documents.
16 Work as a team with outside experts (specialists) to help with other financial areas.

The Academy of Preferred Financial Advisors is solely an indication that the financial advisor attends training provided by The Academy of Preferred Financial Advisors (APFA). Working with an advisor that is part of The Academy of Preferred Financial Advisors cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a member of APFA will produce or achieve better results than working with an advisor not affiliated with The Academy of Preferred Financial Advisors. Advisors who participate in this program pay a fee to belong to the program. APFA is not affiliated with FSC Securities Corporation and is not sponsored or endorsed by the Broker-Dealer.

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