Based in Corona, CA Western States Financial is an independent financial advisory firm with a very unique approach that helps people find money they are currently transferring away unknowingly and unnecessarily.
We address areas such as: Mortgages, Taxes, how you fund your Qualified Plan, College Planning, Debt Elimination, and expenses like car payments and credit cards.
Most people will lose more money in these areas than they will accumulate in their lifelong savings account. Western Financial States believes that we can have a bigger impact on your financial future by helping you avoid the losses rather than helping you pick the winning investments. It makes little sense to have a million dollars only to discover you lost a million on the way.