Our investment services are provided through Mr. Bader's involvement with Secura Financial Planning and Wealth Management. We are located at 333 City Bvld West, Suite 2050, Orange, California 92868. Please call Mr. Bader at (714) 704-6616 x112 for an initial phone consultation at no-charge.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
Asset protection, or wealth preservation, plan makes the enforcement of judgements against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family limited partnerships, or offshore trusts.
Protecting your assets from expensive long-term care costs can help preserve your assets for your lifetime and your family. This can be legally and properly done with proper planning if you do this well in advance of needing long-term care or government assistance. Some steps can be taken if the long-term care need urgently arises. Contact us to discuss these needs.
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.
Allow us to help you plan for the rest of your life. Financial, retirement, senior living, long-term care and other life issues are just part of the planning process we provide.