We are committed to maintaining a standard of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with quality information, services, and products to help you pursue your goals. [read more]
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Our Company AJT Wealth Consultants offers all-encompassing services for our clients. Our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job. Our Commitment Whether you are experienced in the world of financial matters or are just starting to build your portfolio, AJT Wealth Consultants can help you every step of the way. Our Principle Even if you have an MBA in business, financial matters can be daunting. In addition to managing and HELPING GROW your money, the experienced staff at AJT Wealth Consultants aims to provide a continued education that will strengthen our working relationship. [read more]
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We are a financial services firm based in Temecula, California. Established in 1991, we hit the ground running with our direct approach to finding success for our clients. From small to large scale employer solutions to individual and family planning, we offer our clients the full package. We are an independent firm and are not subject to any specific investment or insurance companies criteria to provide you with specific products. We work for you and as a fee-based focused team we partner with you in every step of the way to meet YOUR goals, not ours. Our trading platforms for both individual and corporate retirement plans are the top in the industry. Our equity and bond desks are the largest in the industry, with unparalleled access to investments from around the world. Our retirement plan partners represent the leaders in the industry and will continually meet all of the ever-changing demands of that space. We can also help you find good Undervalued Stock that you can invest on. [read more]
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That is why we developed the Financial Compass. Your Financial Compass offers a compelling approach that simplifies the complexities of retirement planning. Think of it as your guide through every phase of your financial journey. Just as you would not embark on a cross-country journey without a roadmap, the same principle applies to planning for retirement. [read more]
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Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you 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 area of personal finance. [read more]
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What are you doing today to prepare for your goals tomorrow? We take the time to understand what’s truly important to you — whether it’s saving for college, living the retirement lifestyle you choose, making smart investments or anything else. The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. [read more]
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What are you doing today to prepare for your goals tomorrow? We take the time to understand what’s truly important to you — whether it’s saving for college, living the retirement lifestyle you choose, making smart investments or anything else. The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. [read more]
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Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all. At Corcoran Wealth Management, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long term relationships built on trust and performance. [read more]
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