UNLOCK YOUR RETIREMENT POTENTIAL
WITH ENGINEERING PRECISION
UNLOCK YOUR RETIREMENT POTENTIAL WITH ENGINEERING PRECISION
Federal and State research studies explain the challenges of preparing for retirement in California.
Cost of Living: The cost of living in California is among the highest in the country, with median home prices in some areas exceeding $1 million.
Income Taxes: California has the highest state income tax rate in the country, with a top marginal rate of 13.3%.
Healthcare Costs: California's healthcare costs are among the highest in the country.
Family Distance: Retirees who are forced to move away from family and friends (due to affordable housing) often experience social isolation and loneliness, which can negatively impact their physical and mental health.
Federal and State research studies explain the challenges of preparing for retirement in California.
Cost of Living: A study conducted by the Public Policy Institute of California found that the cost of living in California is among the highest in the country, with median home prices in some areas exceeding $1 million.
Income Taxes: According to a report by the Tax Foundation, California has the highest state income tax rate in the country, with a top marginal rate of 13.3%.
Healthcare Costs: A study conducted by the Commonwealth Fund found that California's healthcare costs are among the highest in the country.
Family Distance: A study conducted by the University of Michigan found that retirees who are forced to move away from family and friends (due to affordable housing) often experience social isolation and loneliness, which can negatively impact their physical and mental health.
Marine Corps Veteran | Public Speaker | Electrical Engineer
That’s where my firm comes in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that fit your needs.
My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
As a member of the community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.
For more information about my firm and our services, please call. I would enjoy learning more about your goals and dreams.
Marine Corps Veteran | Public Speaker | Electrical Engineer
That’s where my firm comes in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
As a member of the community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.
For more information about my firm and our services, please call. I would enjoy learning more about your goals and dreams.
Break FREE From Rising Taxes
Enjoy The Freedom of Diversification
Pass on More Wealth to Your Heirs
Break FREE From Rising Taxes
Enjoy The Freedom of Diversification
Pass on More Wealth to Your Heirs
Inception Financial Services
Office: 714.543.5900
Fax: 714.543.5955
17822 17th St. Ste 202
Tustin, CA 92780
Inception Financial Services
Office: 714.543.5900
Fax: 714.543.5955
17822 17th St. Ste 202
Tustin, CA 92780
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA)
suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Copyright 2023 FMG Suite.
Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and [DBA name] are independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions.