Serving 250+ Happy Clients Since 2016
UNLOCK YOUR RETIREMENT POTENTIAL
WITH ENGINEERING PRECISION
Wealth Preservation Strategies Designed for the American Family
⭐⭐⭐⭐⭐Serving 250+ Happy Clients Since 2016
UNLOCK YOUR RETIREMENT POTENTIAL WITH ENGINEERING PRECISION
Wealth Preservation Strategies Designed for the American Family
EVADE FINANCIAL FATALITY
The Obstacles You May Encounter Include:
Federal and State research studies explain the challenges of preparing for retirement in California.
Cost of Living: The cost of living in California is among the highest in the country, with median home prices in some areas exceeding $1 million.
Income Taxes: California has the highest state income tax rate in the country, with a top marginal rate of 13.3%.
Healthcare Costs: California's healthcare costs are among the highest in the country.
Family Distance: Retirees who are forced to move away from family and friends (due to affordable housing) often experience social isolation and loneliness, which can negatively impact their physical and mental health.
EVADE FINANCIAL FATALITY
The Obstacles You May Encounter Include:
Federal and State research studies explain the challenges of preparing for retirement in California.
Cost of Living: A study conducted by the Public Policy Institute of California found that the cost of living in California is among the highest in the country, with median home prices in some areas exceeding $1 million.
Income Taxes: According to a report by the Tax Foundation, California has the highest state income tax rate in the country, with a top marginal rate of 13.3%.
Healthcare Costs: A study conducted by the Commonwealth Fund found that California's healthcare costs are among the highest in the country.
Family Distance: A study conducted by the University of Michigan found that retirees who are forced to move away from family and friends (due to affordable housing) often experience social isolation and loneliness, which can negatively impact their physical and mental health.
Edward Schuh, Senior Investment Manager
Marine Corps Veteran | Public Speaker | Electrical Engineer
Safeguarding the wealth you’ve worked hard to grow since 2016
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That’s where my firm comes in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that fit your needs.
My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
As a member of the community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.
For more information about my firm and our services, please call. I would enjoy learning more about your goals and dreams.
Edward Schuh, Senior Investment Manager
Marine Corps Veteran | Public Speaker | Electrical Engineer
Safeguarding the wealth you’ve worked hard to grow since 2016
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That’s where my firm comes in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
As a member of the community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.
For more information about my firm and our services, please call. I would enjoy learning more about your goals and dreams.
TESTIMONIALS
THE 3D PLANNING PROCESS
Giving You and Your family Clarity About the RISKS You Face that Could Compromise Your Dreams.
DISCOVER
Request a complimentary investment portfolio “STRESS TEST” to uncover the greatest risks that could keep you from achieving your goals! It never hurts to gain some additional perspective.
DEVELOP
We will take your stress test and apply the unique strategies we have developed over the last 30 years to show you the positive impacts they can have by eliminating those risks you face up to and during retirement.
DELIVER
When you choose to implement the strategies we recommend, we’ll provide you with a cost analysis report, a step-by-step execution plan, and consistent reviews where we may adjust along the way. After all, life can be full of changes.
THE 3D PLANNING PROCESS
Giving You and Your family Clarity About the RISKS You Face that Could Compromise Your Dreams.
DISCOVER
Request a complimentary investment portfolio “STRESS TEST” to uncover the greatest risks that could keep you from achieving your goals! It never hurts to gain some additional perspective.
DEVELOP
We will take your stress test and apply the unique strategies we have developed over the last 30 years to show you the positive impacts they can have by eliminating those risks you face up to and during retirement.
DELIVER
When you choose to implement the strategies we recommend, we’ll provide you with a cost analysis report, a step-by-step execution plan, and consistent reviews where we may adjust along the way. After all, life can be full of changes.
THE AMERICAN RETIREMENT PLAN IN 3D
Simplify Your Retirement Planning with Our Easy-to-Use American Retirement Plan Workbook
Get Your Complimentary Workbook Now!
Financial security is a hot topic for seniors in America, and there are many potential risks that could present themselves to those without adequate financial footing. For this reason, it's important not just how much you have but also where your money comes from when retirement begins.
THE AMERICAN RETIREMENT PLAN IN 3D
Simplify Your Retirement Planning with Our Easy-to-Use American Retirement Plan Workbook
Get Your Complimentary Workbook Now!
Financial security is a hot topic for seniors in America, and there are many potential risks that could present themselves to those without adequate financial footing. For this reason, it's important not just how much you have but also where your money comes from when retirement begins.
Protect Your Family Legacy
From the Uncertainties of Tomorrow
It is time to become financially independent from
market volatility, inflation and government legislation!
Break FREE From Rising Taxes
Enjoy The Freedom of Diversification
Pass on More Wealth to Your Heirs
Protect Your Family Legacy
From the Uncertainties of Tomorrow
It is time to become financially independent from market volatility, inflation and government legislation!
Break FREE From Rising Taxes
Enjoy The Freedom of Diversification
Pass on More Wealth to Your Heirs
CONTACT US
Inception Financial Services
Office: 714.543.5900
Fax: 714.543.5955
17822 17th St. Ste 202
Tustin, CA 92780
DISCLAIMER:
Investment advisory and financial planning services offered through Inception Financial Services, Inc., a Registered Investment Advisor. Sub-advisory services are provided by Simplicity Solutions, LLC, a Registered Investment Advisor. Insurance, consulting, and education services are offered through Inception Financial Services. Inception Financial Services is a separate and unaffiliated entity from Simplicity Wealth, LLC, a Registered Investment Advisor and Simplicity Solutions, LLC.
CONTACT US
Inception Financial Services
Office: 714.543.5900
Fax: 714.543.5955
17822 17th St. Ste 202
Tustin, CA 92780
Disclaimer:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA)
suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Copyright 2023 FMG Suite.
Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and [DBA name] are independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions.