We are based in Corona, CA.
Western States Financial is an independent Financial Advisory Firm with a very unique approach that helps people find money that they are currently transferring away unknowingly and unnecessarily, provide guidance to best protect your current assets and money, and help you live out your purpose in life while achieving your dreams.
We address many areas of your life, such as: Mortgages, Taxes, how you fund your Qualified Plan(s), College Planning & Funding, Debt Elimination, Insurance, Medicare, effective Budgeting and expenses like car payments and credit cards, as well as many other areas affecting your finances.
Believe it or not, most people will lose more money in these above areas than they will accumulate in their lifelong savings account.
Fortunately, Western States Financial believes that we can have a bigger impact on your financial future by successfully helping you avoid the losses rather than just helping you pick the winning investments.
We are here to aid you in creating a plan that will achieve the successful outcomes that you desire. Reducing the potential of the losses, protecting what you currently have and helping establish the correct balance for income growth throughout your lifetime. Starting sooner is better than waiting or starting when it could be too late. As a Financial Advisory, we will coach you through the process and make sure you have all the information that you will need to make wise decisions regarding your future.
How to Get Started?
1) Call or Email Us to schedule an Appointment for a Free Consultation
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2) Contact Us regarding attending our Next Workshop