CALL US FOR A FREE CONSULTATION  

661.252.4000 or 661.ADVISOR

INTEGRITY, ETHICS, VALUE AND TRUST ARE THE FOUNDATION OF WHO WE ARE. 

Prestige Financial Advisors is an independent wealth investment, retirement, insurance and legal document assistance financial planning services firm. We help retirees, pre-retirees and clients of all backgrounds receive the financial guidance, growth, value and protection they need and deserve to secure their financial independence.  Since 1997, we have helped thousands of clients achieve excellence by adhering to our unwavering commitment to the financial success of each and everyone we serve. We provide clear, straightforward solutions designed to help grow your assets, reduce risk, minimize taxes and protect what is precious to you.

GETTING STARTED, MADE EASY

Talk to us

Tell us about your needs, your dreams and fears. They’re the foundation of your personal financial plan and goals. This meeting allows us to learn about you and share our approach to investment management. No costs. No commitments. Just a conversation.

Analyze & plan

We proceed with a thorough and objective analysis of your current investments and prepare a consolidated summary of our findings. We will build upon what you have done well and make recomendations of where you could do better relative to your stated needs and goals. You will be presented with these recomendations - an easy to read simple to understand, custom tailored Retirement Roadmap financial plan to help you achieve those objectives.

You’ll get to take the plan home so you can think about our recommendations. We encourage you to ask questions and feel totally comfortable with where your plan is going. When you are ready to implement, we will be ready for you.

Then relax!

We’re here for you whenever you need us. Call us anytime, for any reason. If your priorities change or when "life hapens" we can adjust accordigly and build on your progress to keep your goals in sight. Want more income? There's lots of solutions! Buying a vacation property or a new car? Ask our advice.  Worried about paying for long term care needs? We are experts and can help.

If money is involved, we can help. We’re just a call or an email away.

Let's get started