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Complimentary Guided Planning System
Phone: 1-714-617-4394
650 Town Center Drive Suite #860 Costa Mesa, CA 92626-7192

At Wealth Financial Group West, Inc., we believe the richness of life isn't defined by your balance sheet. Sure, money is a big part of wealth, but real wealth is so much more! Real wealth combines good health, friends & family, dreams & goals, and our money–all in a well balanced meaningful way. We certainly can't tell you what your meaning of life is, but we can share with you how to retire in a meaningful way.

“We can sleep on windy nights!” is our mantra. What does that mean? When economic storms blow, our clients are safe and protected. We never want a client spending a sleepless night or experience a stomach churning breakfast after they pop on the news. We recommend safer investments and strategies to help our clients weather the storms of their economic lives.

Some of the key retirement management services and products we provide include: 401k, 403b, 457 review and/or management, tax strategies, inflation protection, income planning, protective asset allocation, long term care, medical expense planning, legacy planning, annuities, retirement money management, retirement income planning, safer investments, safe and secure financial planning, secure retirement budgeting and charitable giving.

We provide personal one-on-one service and also host ongoing seminars to guide you through the important process of planning and maintaining your retirement financial plan.

To register for an upcoming seminar and to learn how you can effectively plan for retirement, please
click here.

We invite you to explore our web site and learn more about our team, what we do and how we can help you with your retirement and financial planning goals. We hope you’ll agree, "It’s not about money; It’s about LIFE!”

We are based in Costa Mesa, CA in Orange County, serving cities such as: Aliso Viejo, Anaheim, Brea, Buena Park, Cypress, Dana Point, Fountain Valley, Fullerton, Garden Grove, Huntington Beach, Irvine, La Habra, La Palma, Laguna Beach, Laguna Hills, Laguna Niguel, Laguna Woods, Lake Forest, Los Alamitos, Mission Viejo, Newport Beach, Orange, Placentia, Rancho Santa Margarita, San Clemente, San Juan Capistrano, Santa Ana, Seal Beach, Stanton, Tustin, Villa Park, Westminster, and Yorba Linda. Along with the Orange County we serve the following San Bernardino County cities: Adelanto, Apple Valley, Barstow, Big Bear Lake, Chino, Chino Hills, Colton, Crestline, Fontana, Grand Terrace, Hesperia, Highland, Joshua Tree, Lake Arrowhead, Loma Linda, Lucerne Valley, Montclair, Needles, Ontario, Rancho Cucamonga, Redlands, Rialto, Running Springs, San Bernardino, Twentynine Palms, Upland, Victorville, Wrightwood, Yermo, Yucaipa, and Yucca Valley. We also serve the cities of Riverside County, such as: Banning, Beaumont, Blythe, Calimesa, Canyon Lake, Cathedral City, Coachella, Corona, Desert Hot Springs, Eastvale, Hemet, Indian Wells, Indio, Jurupa Valley, Lake Elsinore, La Quinta, Menifee, Moreno Valley, Murrieta, Norco, Palm Desert, Palm Springs, Perris, Rancho Mirage, Riverside, San Jacinto, Temecula, and Wildomar. In addition to Orange County, San Bernardino County and Riverside County, we are proud to serve all of Southern California including: The Inland Empire, Los Angeles County and San Diego County.