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Climb & Maintain a Clear Path to Retirement

Independent Certified Financial Planners ™ helping pre-retirees to identify what is important in their lives, prioritize their goals and organize their finances to achieve those goals.

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CFP® Professionals 

The Certified Financial Planner designation is one of the most prestigious financial certifications. 

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No Complaints

In business over 20 years we continue providing honest, ethical and reliable investment solutions. Our clean record is an accomplishment we're proud of. 

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Commission VS. Fee Based 

With our advisers being both commission and fee based, we provide the most beneficial and profitable strategy for our clients.

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Over 2 Decades of Experience

Years of experience have prepared us to guide you through your life transitions.

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Gregg Himfar CFP® 

Gregg F. Himfar CFP® is a Certified Financial Planner™, with more than 20+ years of financial and insurance industry experience.  Gregg attended Northeastern Univ in Boston, MA   and graduated from San Diego State Univ with a Bachelor of Science degree - Business Finance.  Upon graduation, Gregg moved to...... CONTINUE READING

THE ART OF A SUCCESSFUL FINANCIAL PLAN SHOULD INCLUDE:

Our goal is to secure your financial future and guide you towards a fulfilling retirement. Dependent upon your life stage, we provide expertise in the following areas:

  • Wealth Accumulation Strategies 
  • Tax Planning Strategies
  • Insurance 
  • Retirement Planning 
  • Income Distribution Strategies
  • Estate Planning
  • Budgeting/Cash Flow Analysis
  • Investment Management/Monitoring
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OUR PROCESS

People often wonder what is expected of them during an initial meeting?  What type of process do we have in place? Our process begins by getting to know you, to understand your goals, your current situation and preferences.  To view our complete process, go ahead and click OUR PROCESS

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