we are ocwc
YOUR PERSONAL WEALTH COACH LOCATED IN TUSTIN, CA.
WE ARE HERE TO HELP YOU GET FINANCIALLY SAVVY AND ORGANIZED. THAT’S WHAT A WEALTH COACH DOES.
WHAT DO WE DO?
WE ARE YOUR BIGGEST CHEERLEADERS AS YOU NAVIGATE LIFE AND FINANCES.
INVESTMENTS
Doing the best with what we have been blessed with.
INSURANCE
Leaving a legacy and protecting the ones we love.
GETTING STARTED
Everyone has to start somewhere. Let us help you get organized.
service designs
We believe in providing the framework for you to make pivotal decisions that
seek to positively shape your circumstances well into the future.
That framework is provided among several levels of engagement depending on each client’s desired amount of collaboration. We aim to reduce the stress and anxiety that often comes with conversations about money by providing personalized coaching across all of life’s transitions.
INVENTING
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.
DEVELOPING
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.
EVOLVING
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.
CONCIERGE
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!
expertise
WE ARE PASSIONATE ABOUT WHAT WE DO BECAUSE OUR CLIENTS ARE OUR FAMILY.
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.
PERSONAL WEALTH COACH
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.
- Second Opinion Services
- Investment Management
- Life Insurance
- Individual Health
- Medicare Insurance
- Disability
- Long Term Care Insurance
SMALL BUSINESS COACH
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.
- Small Group Financial Services
- Small Group Health Insurance
- Small Group Benefits
PLANNING COACH
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.
- Retirement Planning
- Tax Planning
- Estate Planning
- Education Planning
Our Broker Dealer
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.
trent@ocwealthcoach.com
714-832-6763
17742 Irvine Blvd #200, Tustin, CA 92780
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.
Trent Huston is a Financial Consultant with and Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and OC Wealth Coach are separate entities from LPL Financial. Amanda Huston, Operations Coach | California Insurance License: #0G24739
Amanda Huston is a Registered Administrative Assistant with and Securities offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Jeff Huston AZ, CA, CO, KS, NV, OR, TN, TX, UT, WA.
Trent Huston AZ, CA, MS, MO, NC, NV, OR.
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