INVEST. GROW. PROTECT.
AND LIVE A LEGACY.
PLAN IN ORDER TO FORESEE FUTURE
Wealth and Legacy Focus
Protect What Matters. Plan With Purpose. Live With Confidence.
Your financial future should be built with clarity and intention. That is why we provide
guidance that is strategic, personalized, and focused on the long-term financial well-
being of you and your loved once. Every decision we help you make supports greater
stability, protection, growth and proper arrangement of legacy
With more than twenty years of experience, our founder John Minasyan brings trusted
expertise to individuals, families, and business owners seeking to safeguard their
income, strengthen their financial foundation, and build a lasting legacy. Whether you
are planning for investment, retirement, navigating insurance options, or preparing for
the next generation, you will have a knowledgeable advisor by your side from start to
finish.
What You Can Count On
Fiduciary responsibility to every client
Comprehensive, unbiased financial advice
Dedicated to your financial peace of mind
Comprehensive Financial Solutions
Retirement Planning
Tailored strategies to help you retire with confidence, maximize your savings, and enjoy lasting financial security.
- 401(k), 403(b) & IRA Rollovers
- Start new IRA/Annuity
- Income Distribution
- Social Security Optimization
Insurance Services
Plan for life’s what-ifs, the unexpected, and the inevitable with flexible benefits available for individuals, families, and groups.
- Life & Disability Insurance
- Long-Term Care Coverage
- Health Insurance
- Wellness Program for businesses
Estate Management
Preserve your legacy and ensure a smooth transfer of wealth with expert estate and trust planning services.
- Trust & Will Creation
- Wealth Transfer Strategies
- Free Healthcare Power of Attorney
- Free Financial Power of Attorney
Lending Solutions
Commercial and investment property, construction and development, and business loans tailored to your needs with competitive rates and fast approvals.
- SBA Loans
- Hard Money Loans
- Conventional Loans
- Bridge Loans
Frequently Asked Questions
What documents do I need for a consultation?
Depending on your needs, we will provide a list of required documents, but most importantly, prepare your goals and concerns and an open mind, and we will guide you through the rest.
Is the Power of Attorney really free?
Yes, our Healthcare & Financial Power of Attorney is provided at no cost, with no obligation to
purchase additional services. But they need to be Notarized the become legal.
Who can benefit from your services?
Individuals, families, and business owners
How do I schedule my free consultation?
Simply click the "Book A Free Consultation" button and fill out the short form, pick an available
time on the calendar.
Why Choose Us?
Trusted Guidance for Life’s Most Important Decisions
Our advisors hold top industry certifications, Licenses and have decades of experience guiding clients through complex financial decisions. We are committed to ethical practices and transparent advice, earning the trust of families and businesses nationwide.
What Makes Us Different
We help individuals, families, and business owners make confident financial decisions without confusion or pressure. Our approach is built on experience, transparency, and personalized guidance, so you always know your options and next steps.
One-on-one, personalized guidance
Education Over Sales
Client-First, Not Product-First
One Advisor. One Clear Strategy.
Exclusive Limited Time Offer:
Empower yourself and your family with a FREE, professionally prepared Power of Attorney.
Our experts ensure your wishes are protected—no cost, no obligation. Take the first step toward true financial security and peace of mind.
Free Healthcare & Financial Power of Attorney today.
Price reduction on all Trust & Will plans
Guided Online Planning
Attorney Oversight
Free updates for a Year
Avoid Probate
Secure Your Financial Future Today, Don’t Delay!
Your complimentary consultation will provide us understanding of your priorities, needs and wants.
As part of your session, you will also receive:
FREE Healthcare and Financial Power of Attorney
A tailored review of your financial landscape
Expert answers to your key questions
Clarity on your best strategic options
A tailored review of your financial landscape
Personalized financial guidance
