You don’t need piles of assets or a wealth of expertise to live your full spectrum of possibility.
Your financial life can be as colorful and dynamic as the rest of your life. All you need is the willingness to show up and the commitment to invest — in your brighter now; your brighter future; your brighter legacy.
A team you can count on.
We work with people like you, who want to see the big picture of their lives and plan for it. Hard-working, dedicated people who have given everything to their work and the ones they love.
The clients we serve best:
• Those who want comprehensive financial planning
• Are in or nearing retirement
• Have 500k+ in investable assets
But true to our word, you don’t need piles of assets or a wealth of expertise to live your full spectrum of possibility. We're long-term thinkers and doers focused on financial planning and prudent investment philosophies, not transactional "bottom line" centered investing. If you are willing to show up, and committed to investing in a brighter now, a brighter tomorrow and a brighter legacy, let’s talk.
We are a good fit if:
- You want an advisor to manage your financial plan so you can enjoy your life.
- You are open to sound advice and coaching.
- You have reasonable expectations and respond accordingly.
- You are kind and pleasant to work with. Seriously.
We are not a good fit if:
- You can’t commit to implementing the financial plan we build together.
- You are a performance chaser. Your primary focus is on short-term cost over long-term gain.
- You buy the myth that it’s possible to “beat” the market and prevent loss.
- You aren’t nice. Seriously.
Expertise that puts your needs first.
There is no “one size fits all” approach to financial planning. That’s why we offer two comprehensive client models customized to serve you at crucial stages: the Integrated Client Model for clients in the more seasoned stages; and the Accumulator Model for clients in the more initial stages.
We’ll look at what you have —
and where you’re going.
With the help of some sophisticated planning tools, we’ll illustrate what your financial life could look like. You’ll clearly visualize where you can be, what you can do, and by when.
It looks different to different people.
Some people are counting the days; others are hesitant about the prospect of leaving the job they’ve known for decades. There are as many ways to retire as there are reasons. You don’t need to know all the answers. We’ll help you envision your retirement and confidently take the next step.
Protect your finances — and your loved ones.
We’re well versed in the estate planning process and all it entails. We’ll work alongside your legal pros to help you establish living trusts, wills, Powers of Attorney, charitable remainder trusts, and more. You’ve worked hard to build a legacy. We want to make sure it lasts, lives on, and generates the purpose you've intended.
Values Added Planning
Invest in your values —
Your investment strategy can simultaneously be geared towards financial growth and meaningful impact. With thoughtful conversation and our guidance, we can integrate your values into your investment strategy, ensuring a fulfilling and prosperous future without sacrificing the principles that guide your lifestyle and choices. Values Inclusive Planning enables you to make a difference your way - without sacrificing financial stability.
Our work begins with a conversation. Call, email or request an appointment, and we'll schedule a time to meet.
(909) 307-8220 (local)
(800) 478-8934 (toll-free)
1782 Orange Tree Lane • Redlands, CA 92374
617 S. Ivy Ave • Monrovia, CA 91016
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Kerry Bubb ranked #6
in Southern California.
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Assets under management:
(*PER DATA AS OF 6/30/2023)