Prestige Financial Advisors



27225 Camp Plenty Rd., Suite 5
Santa Clarita, CA 91351


661.252.4000 or 800.663.6029



Financial Solutions For Your Security

At Prestige Financial Advisors, we pride ourselves in having a vast arsenal of expertise on virtually every financial sector available. With unique programs from Social Security and College Planning to our proprietary Stop Loss investment models, we have the knowledge and tools it takes for you to succeed in today's financial marketplace and on into your retirement years. A few of these unique programs are listed below. Please contact us for more information on any or all of these great offerings.

The 401kPlanPro Solution

The 401kPlanPro is a personalized and comprehensive program designed to help investors make informed decisions with their company-sponsored retirement plans such as as 401(k), 403(b) and 457. The 401kPlanPro includes a unique Buyline® feature that offers quarterly buy/sell recommendations and more. It's quick, it's simple and helps you maintain complete control of your assets. Contact us today to learn more about this program.



Annuities 101 Program

Should you consider investing in an annuity? If so what type? Fixed annuity, variable annuity, fixed indexed annuity? One of the keys to annuities is to invest in the ones that work the best for you and your family. We work with over 30 insurance carriers that provide many different types of annuities to help our clients reach their goals. Contact us today to learn more about this program.


Stop Loss Portfolios

Mitigate risk and achieve the growth you need with our Stop Loss Models. The goals of these portfolios are simple: One, achieve full diversification across all U.S. equity sectors. Two, help remove the emotional aspect of investing. Three, limit downside risk and participate during a market recovery. Contact us today to learn more about this program.


Gold & Silver Program

Are you considering diversifying your portfolio with gold and silver? Gold is arguably the most liquid monetary asset in the world. Owning gold and silver could help protect your wealth. Investors all over the world are looking for a safe place to put their money — gold and silver could be the answer. We are excited about this new offering and hope that you contact us today to learn more about this program.


Social Security

According to the U.S. Social Security Administration, there are approximately 5.5 million Americans qualifying for Social Security benefits every year. Social Security (SS) is one of the few remaining sources of lifetime, inflation-adjusted income available today, and it can play a very important role in a retirement income plan. Contact us today to learn more about this program.


College Planning

College is expensive and the price keeps going up. What's more, parents are earnestly seeking out advice on how to best position their finances to qualify for the maximum amount of aid while still being able to pay their share of the cost. We can help. Contact us today to learn more about our unique and innovative approach to college planning.


Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Jeffrey McCarty and/or Prestige Financial Advisors are not affiliated with or endorsed by the Social Security Administration or any other government agency. This information does not take into account your particular investment objectives, financial situation or risk tolerance and may not be suitable for all investors. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.