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.
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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.
Check out LPL's midyear outlook. Lots of great information and not too shabby to look at either! @LPLResearch https://t.co/H4tRDjDMTE1 week ago
Are you making decisions for today or for 10 years down the road?2 weeks ago
Although Disneyland is close to us, the Orlando counterpart has some new happenings... https://t.co/4Ot6zXMd8F2 weeks ago
June 2017 - Financial Education! - https://t.co/Apw4nmdphL3 weeks ago
Happy 529 Day! Let's light some candles for college savings plans everywhere!!! #529plan #collegesavingsaccountscanbeprettyawesome4 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.