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24901 Dana Point Harbor Drive
Suite 230
Dana Point, CA 92629

Leon James


Extended Care: A Patchwork of Possibilities Your DNA Test The Other Sure Thing

Current challenges facing our economy have created uncertainty for the future of Social Security and Medicare benefits, and developing a retirement plan that will work has become more critical than ever.

Recent market events should compel everyone to review their retirement plan in a more realistic way. After every market correction, plans that were prepared using hypothetical assumptions for growth and inflation rates become irrelevant. Before retirement dreams turn into retirement nightmares, we help you develop a plan that uses an entirely different philosophy – it may change the way you look at retirement.

This strategy was developed exclusively for retirees, those preparing for retirement, and conservative investors who want to protect their nest egg.  Normal is different now. Everything’s changed. We encourage you to ask us for details on how we can help you develop a strategic vision to invest wisely and rest easy.

If your plans for retirement income
that you believe to be true,
turned out not to be true –
when would you want to know?

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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