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Complimentary Guided Planning System
Phone: 1-714-617-4394
650 Town Center Drive Suite #860 Costa Mesa, CA 92626-7192
Complete retirement management services delivered by experienced and caring finance professionals.
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There is no obligation for this initial consultation. Share your retirement goals and we will see if we can help. Learn More
Our fiduciary duty requires that we recommend and provide only those services and products that are in your best interest.
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Experience for yourself why this might be one of the most important and enlightening luncheon or dinner seminars you will ever attend. Learn More


Call: 1-714-617-4394

Tami Simpson, founder of Wealth Financial Group West, Inc., is also the host of the highly regarded radio program, Road to Wealth with Tami Simpson, heard weekly on 830 AM, KLAA Sunday mornings at 10:00 AM. We are also heard on KKLA – 99.5 FM, Saturday afternoons at 3:00 PM.

From its inception in 2010, each week Tami explores relevant topics such as retirement planning, investing for seniors, tax strategies, income planning, life insurance, annuities, estate planning, charitable giving and more.

Listed below are some of the programs, by subject, that Tami has recently recorded. Please be sure to visit us again for the latest installments of Road to Wealth with Tami Simpson.

Listen to "Road to Wealth with Tami Simpson" on 830 AM KLAA - Sunday morning at 10:00AM
Listen to "Road to Wealth with Tami Simpson" on 99.5 FM KKLA - Saturday afternoon at 3:00PM

In addition to the weekly radio show for seniors called Road to Wealth with Tami Simpson, we also hold ongoing seminars to guide you through the important process of planning and maintaining your retirement financial plan. These seminars, hosted by Tami Simpson, address challenges to everyone’s retirement including:


  • Market Losses
  • Inflation
  • Taxes
  • Medical/Long Term Care Costs
  • Misinformation

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