Blair Ashworth, MBA, CFP®, is a CERTIFIED FINANCIAL PLANNER™ Certificant and is proud to uphold the strict code of ethics and professional conduct set forth by The CFP® Board of Standards.

We are a comprehensive financial planning firm and are committed to helping our clients improve their long-term financial success. Our customized strategies are designed to grow, protect, and conserve our clients’ wealth.
 
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information give us a call at 714-784-5362.
 
Thank you for the opportunity to earn your trust and confidence.  We look forward to hearing from you.

Financial Planning

  • Retirement Plans
  • Investment Management
  • Charitable Giving Plans
  • College Planning
  • Private Portfolio Management
  • Asset Allocation and Diversification Strategies
  • Roth IRAs and Rollovers
  • 403(b) - TSA Planning
  • 401(k) Rollovers

Investments

  • Mutual Funds
  • Individual Equities (Stocks)
  • Preferred Stocks
  • Government Bonds
  • Corporate Bonds
  • Municipal (Tax-Free) Bonds
  • Bank CDs
  • REITs
  • Money Market Accounts

Insurance Planning

  • Mortgage Protection
  • Life Insurance (Term, Whole Life, Universal Life)
  • Disability Insurance
  • Long-Term Care Insurance
  • Fixed and Variable Annuities
  • Equity-Linked Index Annuities