To achieve your financial goals and preserve your assets — today and tomorrow,it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement®approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs.Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.



Advisors

Oscar Tapia

Oscar Tapia

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Oscar Tapia's website
Jason Tapia

Jason Tapia

Financial Advisor

Visit Jason Tapia's website

Team

Cathy Tapia

Cathy Tapia

Executive Assistant

Nicole M. Tapia

Nicole M. Tapia

Client Service Manager