Doing the best with what we have been blessed with.
Leaving a legacy and protecting the ones we love.
Everyone has to start somewhere. Let us help you get organized.
For those who desire to start off on the right foot and reorganize the finances they already have.
People often have stacks of financial statements that they don’t know what to do with and just want to get a fresh assessment. We help visualize financial priorities, organize financial statements, prepare a net worth statement, and invent a path towards achieving some forward-looking goals. Clients leave our office with a system for organizing their finances and an idea of what their systematic savings plan aims to accomplish for them.
For those who have started to develop a good financial footing but have questions about pursuing larger goals that require a more thorough analysis.
Our focus is to establish goals, develop a plan that seeks to achieve them, and monitor the progress. We review insurance, investments, risk, tax planning, and estate analysis and give specific recommendations about those areas as they relate to each client’s overall picture. After developing an initial plan, we recommend reviewing annually or when events develop.
For those who wish to obtain ongoing advice and desire focused coordination with key specialists.
In addition to comprehensive strategic planning and reflection about major decisions, we coordinate with key outside professionals to cover applicable areas such as estate planning, taxes, and insurance to uncover additional areas of value. We offer reviews of casualty and health insurance policies to assess their applicability. We proactively communicate at key points throughout the year as well as revisit our strategic and tactical outlook as needed.
For those that wish to obtain highly individualized coaching or assistance with financial matters beyond the typical planning engagement.
Although each situation is highly specific, this could include things such as support with negotiating contracts, coordinating projects, or developing systems for recordkeeping or organization.
It’s like having a personal CFO that will come in, roll up his or her sleeves, and sort through financial matters.
If you fail to plan, you are planning to fail!
A coach’s job is to give a team the best chance of success by doing the homework, practicing the right way, creating a game plan, making sure everyone is on the same page, monitoring the results, and making adjustments along the way. At OCWC, that’s exactly what we feel our job entails. The players and teams we work with need to have a financial playbook specific to their unique individual strengths. It’s our job to supply them with the necessary skills, game plan, and adjustments to succeed in each financial match they encounter. With the right coaching staff on your sideline, there’s nothing you can’t be prepared to handle. We feel that our role, as a wealth coach, is to be a complete resource for colleagues and clients. If we can leave people more educated in order to make better decisions, then we have succeeded.
Ever wonder who to ask about that recent financial article you saw? Or who to ask to make sure you are on the right path to your goals? What about all those offers that come in the mail that seem to be great? Those are questions we get asked frequently and can help answer them based on your goals.
Not only do families need a wealth coach but so do small businesses. The best businesses have the best people and we want to help supply your small business with the necessary game plan to “woo” your employees. It all starts with a solid foundation of benefits and then the help you will need to implement those benefits to your employees.
You already know that failing to plan is planning to fail. We are here to help you make that plan and help you follow your plan to attain your life goals. Once we help you create a plan that is tailored specifically to your needs we then become your personal cheerleader to cheer you along the way.
What does Jeff do in his spare time? He goes bicycle riding, watches grandsons’ soccer games, and gives golf lessons to family members who always have room for improvement (such as Trent).
What does Trent do in his spare time? Well, he loves COACHING youth soccer, of course! He also enjoys playing golf, building Amanda’s hair-brained craft projects, and volunteering with Amanda at Friends Church Orange Campus.
What does Amanda do in her spare time? She loves crafting and building new projects, there’s always a DIY project happening around the house. She also volunteers as the director for a local soccer program and is a province director of chapters of her greek life affiliation.
Interesting read about "stretched" IRAs that might mean accelerated distributions (and, therefore, taxes). https://t.co/55iCxqZryn3 days ago
Deferred interest ≠ no interest It's not always as obvious as it sounds...so be careful with those "teasers". https://t.co/9Uqox1fT4U2 weeks ago
Some good questions to ask before making perhaps your largest purchase ever.... a home. https://t.co/5vnLF6PXbE3 weeks ago
Interesting 3 ways to go broke in retirement: Medical expenses, fraud, and bad advice. We can help safeguard 2 of 3! https://t.co/mQC9HJlLt93 weeks ago
July 2017 - Estate Planning eNewsletter! - https://t.co/xbSiUDkhuk3 weeks ago
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.
For more information about LPL Financial, visit www.lpl.com.
Jeff Huston, Wealth Coach | California Insurance License: #0362738
Jeff Huston is a Financial Consultant with and Securities offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC.