a family company providing advice for the goodness of others and the greatness of God.

We are now part of Flourish Fiancial Planning, come check us out!

ABOUT

Making smart money decisions can be complex. We provide guidance and accountability through life events and uncertain financial markets.

Families work with us so they can focus their time on what they love most. With over a decade of experience in financial planning, banking, investments, and lending, I've helped people successfully navigate financial crises and life uncertainties.

Get in touch and start enjoying your time knowing you and your loved ones are protected.

Meet the Team

A husband and wife team with a Christian background.

Here to help you succeed in life.

Wealth Planner, Founder

Alex Lozano, CFP®.

With over a decade of banking, lending, and investment experience, I help individuals navigate important life events.

Here to help you live your best life with full confidence in your finances. Let's talk about money your way.

Business Manager

Katy Lozano

My passion is "people and process" and helping is my calling. With over 15 years in client service and business management, I create business processes that deliver the highest level of care!

Our Services

Our clients are navigating hurdles of saving for retirement, buying a home, paying off debt, vacations, saving for college, the gravity of taxes, and important decisions with aging parents. We are here to provide quality advice.

Comprehensive

Financial Planning

Proper planning can provide peace of mind and protect you and your family from unintended consequences.

Financial Independence and

Retirement Planing

How much money you need to retire? Understand your retirement options. Tax planning. Maximizing Social Security. Tax efficient spending.

Equity Compensation and Employee Benefits

Tax planning around Deferred Compensation, Restricted Stock, Stock Options. How to maximize your employee benefits.

Education planning

Understand all your options to pay for education and leveraging tax strategies. How to appropriately balance education and retirement planning.

Corporate Advisory

Consulting services designed to maximize employee benefit including 401(k) plans and life insurance.

Life Event Planning

New family additions. Planning for marriage, subsequent marriages, blended families and divorce. Large purchases. Second careers.

Debt Strategies

Insurance Analysis

Tax Planning and Strategies

Estate Planing Reviews

Our Mission

We provide advice through all phases of life so you can focus on what's important to you.

Investment advice shouldn't be complicated.

We can help you identify what you want your money to do for you.

Our Vision

Create your own path with an experienced guide who looks out for you the whole way. Provide quality financial advice that everyone deserves for the goodness of others and the greatness of God.