Thank you for visiting my website; I appreciate that you’re taking the time to learn something about me, my office and my family.
I started my practice to help you, your family or business meet its long term financial goals. My process begins by taking time to listen to what is important to you before proposing a financial strategy. I encourage input from your attorneys, CPAs and other professionals. I conduct all discussions using the considerable resources available through Edward Jones and its professional partner associations. The service delivered from within my branch office is confidential and tailored to your goals.
To help set you up to meet your goals, it’s important that I invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting so I can balance it with the steps necessary to reach your long-term goals. Then I will develop a personalized strategy to help you reach those goals. I will review them at least annually to ensure that we’re still on track and to make any necessary adjustments based on the changes in the economy or your personal situation.
In addition to working with individual investors, I also work with many successful business owners. For our business owner clients, I work with your CPAs to implement business retirement plans, key person insurance and succession planning strategies. I’ve been a business owner for 25 years and clearly understand your business needs as an employer as well as the needs of your employees.
On the personal side, I’ve resided in Huntington Beach and Fountain Valley for 35 years and have close ties to the business and social communities in these areas. In my time away from the office, I enjoy activities with my family, golfing, hiking, fishing, skeet shooting, movies, travel, cooking, yoga and martial arts to stay fit.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Portfolio Reviews
- Business Retirement Plans
- Divorce Finances
My Personal Interests
- Outdoor Enthusiast
- Personal Fitness
Phone NumberScott C Assali at (714) 536-9977
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