Building your foundation for
We build custom financial plans for
pre-retirement, retirement and
post-retirement.
We are based in the Southern California area but represent clients all over the United States. We are here for you. We can meet virtually or have a phone meeting, or face-to-face appointments are also available to allow us to connect, review your concerns, and evaluate your needs from the comfort of your home or office without delaying your planning objectives. Your safety and peace of mind is our priority. We wish good health to you and your loved ones.
Get started in 3 easy steps:
Discover
Schedule a meeting to sit down with us and discover what your ideal financial plan looks like.
Evaluate
Schedule a meeting to sit down with us and discover what your ideal financial plan looks like.
Plan
Schedule a meeting to sit down with us and discover what your ideal financial plan looks like.
THE GREAT RETIREMENT MYSTERY
How to Avoid the Six Biggest Blunders
This book is not your typical book on retirement planning. This book is my published manifesto, a public declaration of my motives and intentions to help as many people as possible achieve something of great importance: a happy and successful retirement. In these pages I do not recommend specific financial products or services. Instead, I explain a philosophy that takes the mystery out of retirement planning.
Need more info?
Want to learn more?
Learn more about financial planning, retirement income strategies, wealth management and more by attending a live workshop!
Radio Show & Podcast Host
Kelley Slaught
Kelley Slaught, our founder and a local financial advisor in Santa Barbara, has years of experience in helping people make knowledgeable financial decisions. That’s why she hosts the radio show and podcast, KELLEY’S BULL MARKET NEWS, which you can listen to live every Saturday on KNX 1070 at 7 a.m. and Sundays at 6 a.m. PST in Los Angeles, or on-demand anytime via podcast. Listen here:
What do we offer?
Services
Our firm specializes in helping individuals develop sound investment and retirement strategies.
OUR SERVICES
Tune In to Our Radio Show
Kelley’s Bull Market News, "Where there's always something to be bullish about!"
Join Kelley Slaught on KNX AM-1070 NEWSRADIO in Los Angeles each Saturday from 7am-8am and on Sundays from 6am-7am Pacific Time. You can also listen on-demand anytime at this link!
