Products & Services

Mike provides assistance in the following areas:

Investments

  • 401(k) Rollover / IRA Rollover
  • 529 Plans
  • Annuities
  • Common Stock
  • Educational IRA  (Coverdell IRA)
  • Employee Stock Options (ISO and NQO)
  • Fee Based Accounts
  • Inherited IRA 
  • Mutual Funds
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Stretch IRA
  • UTMA
  • Variable Annuity

Financial Planning

  • 401(k) Planning
  • 403(b) Planning
  • Asset Allocation
  • Asset Protection
  • Beneficiary Planning
  • Budget Management
  • College Savings Plans
  • Money Purchasing Plans
  • Net Unrealized Appreciation (NUA)
  • Profit Sharing Plans
  • Retirement Income Strategies / Retirement Distribution Strategies
  • Retirement Plans

Insurance

  • Life Insurance
  • Long-Term-Care Insurance

Should you have any questions or would like more information please email Mike or call him at (949) 221-8105 ext 2128.



Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Trilogy Capital, a registered investment advisor. Trilogy Capital and Trilogy Financial are separate entities from LPL Financial.