Company

Our Financial Consultants will listen to your personal goals and objective. By
collaborating with your existing advisors and our elite trusted consultants we'll
help you uncover the best solutions. We then facilitate the necessary
implementation involving the many multi-disciplinary fields to successfully
accomplish your goals.

Brian E. Samuels, LUTCF has more than a decade of
experience and has helped thousands of clients grow
and protect their wealth. He has an extensive
background in insurance and financial services.
After successfully completing the Life Underwriting
Training Council's course curriculum, in 2002 Brian was
granted the LUTC Fellowship designation. Both the
American College and the National Association of
Insurance and Financial Advisors (NAIFA) confer the
LUTC Fellow only upon those individuals who meet or
exceed the exacting qualification standards determined.
Beginning in 2002 Brian has continuously qualified to be
a member of the Million Dollar Round Table and in 2006
served as an ambassador for the MDRT. MDRT is an
independent national association consisting of only the
world's top insurance and financial advisors.
Recently Brian was awarded the FIVE STAR: Best in
Client Satisfaction Wealth Manager for 2007, published
in 'San Diego Magazine'.

Putting you, the client
first we lead with
solutions not products.
Our focus is on helping
you realize your
individual goals and
objectives.
We refer to only the
finest advisors and
companies when
implementing
solutions.