Managing Your Future


Welcome to our Web site, you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.  As an added website feature, We offer a FREE, no obligation Retirement Analysis to let you see if you are on target to reach your financial retirement goals. Simply          contact Jerry Wilk,  fill out the form and we"ll be in touch.

Also,  you can order a complimentary 1 year  subscription to our informative financial newsletter by simply requesting it.

As a full service financial planning firm in Irvine, Ca. We help people plan and achieve their financial goals  as well as create appropriate strategies for their future. We will help you plan for your retirement through Investments in a range of financial products and services for individuals and business owners. All of your decisions will be based on detailed information with advice from professionals that you can fully trust. WE show clients strategies deisgned to help them manage wealth, invest for inflation, establish sources of income, with tax advantaged income, invest in 401-k and retirment plans, potentially reduce income taxes, insure for long-term care expenses, insure their family, sell long held assets such as stocks, businesses or investment real estate, or potentially reduce estate tax when passing an estate to loved ones.

We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.

This Web site was created to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth management. Most  importantly, we hope you will see the value of working with a skilled professional to pursue your financial goals.   

We're here to help educate you about the basic concepts of financial strategies, to help you learn more about who we are, and to give you fast, easy access to market performance and valuable information.

We hope you and your friends and neighbors will take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your internet browser. We frequently update our information and we wouldn't want you to miss any developments in the areas of financial preparation and retirement planning.