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12395 World Trade Dr #200 San Diego, CA 92128

888-888-8888
burbank@fmgsuite.com
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OUR PROCESS

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FOCUSED ON YOUR FINANCIAL FUTURE

From retiring early to funding a college education to fueling your passion for
philanthropy, we want to know what’s important to you, your spouse, and your
family — and how you see your needs changing over time. Read more below about
how we can work with you to help your financial needs.

Let's Talk


A CLIENT-CENTERED APPROACH


Regardless of the level of wealth, we’ve always believed that people can live a
better life if their finances are properly managed and well-understood. This
inspired us to pursue a career in financial services to help people live a life
focused on what’s truly important.

 * Retirement
   
   Where will your retirement money come from? If you’re like most people,
   qualified-retirement plans, Social Security, and personal savings and
   investments are expected to play a role. Once you have estimated the amount
   of money you may need for retirement, a sound approach involves taking a
   close look at your potential retirement-income sources.
   
   Learn More

 * Estate Management
   
   Effective estate management enables you to manage your affairs during your
   lifetime and control the distribution of your wealth after death. An
   effective estate strategy can spell out your healthcare wishes and ensure
   that they're carried out – even if you are unable to communicate. It can even
   designate someone to manage your financial affairs should you be unable to do
   so.
   
   
   Learn More

 * Lifestyle
   
   Creating a life map involves a close review of personal finances and an
   assessment of other building blocks. Lifestyle matters look at how to balance
   work and leisure, how to make smart choices for the future, and many other
   items in an effort to help an individual enjoy the journey.
   
   
   Learn More


RESOURCES

We want out clients to be financially savvy. Browse our library to start your
path to financial education.


WHEN TO SELF-INSURE


WHEN TO SELF-INSURE

Learn More


REPLACING YOUR MEDICARE CARD


REPLACING YOUR MEDICARE CARD

Learn More


IT WAS THE BEST OF TIMES, IT WAS THE WORST OF TIMES


IT WAS THE BEST OF TIMES, IT WAS THE WORST OF TIMES

Learn More


WHEN SHOULD YOU TAKE SOCIAL SECURITY


WHEN SHOULD YOU TAKE SOCIAL SECURITY

Learn More


SOCIAL SECURITY: THE 64,000 DOLLAR QUESTION


SOCIAL SECURITY: THE 64,000 DOLLAR QUESTION

Learn More


BUDGET CHECK UP: TAX TIME IS THE RIGHT TIME


BUDGET CHECK UP: TAX TIME IS THE RIGHT TIME

Learn More

ADITYA KHATRI

Financial Professional

aditya.khatri@company.com



ANDY TRAN

Financial Professional

andy.tran@company.com



CECILIE SANCHEZ

President

cecilie.sanchez@company.com



TIMOTHY TREVINO

Business Coordinator

timothy.trevino@company.com




WHAT IS MOST IMPORTANT TO YOU?

Our professionals have over a century of combined experience in the financial
services industry. With our knowledge and your goals, a sound financial strategy
is more attainable than you might think. No matter where you may be on your
journey, we look forward to helping you cross that finish line.

Contact Us



HOW MUCH DO YOU KNOW ABOUT INVESTING?

These days, investing in financial markets is a common practice. Yet, many
Americans remain under-informed about how various investment products really
work. Want to know how you rank? Challenge yourself with our brief quiz, "Test
Your Investing IQ."

First Name
Last Name
Email

Address

Take the Quiz




GET A QUOTE

Fill out the form and we’ll be in touch to talk about your financial needs.

Let's Talk

CONTACT

Office: 555-555-5555

12395 World Trade Dr

#200

San Diego, CA 92128

burbank@fmgsuite.com



QUICK LINKS

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 * Money
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Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2022 FMG Suite.