Financial Strategies For Today & Tomorrow-Wealth MGMT Group

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Shields Cattau Financial Group is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Costa Mesa, CA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

Our wealth ideology is heavily rooted in our investment principles, which form the basis of each of our clients’ portfolios. We develop low-cost and globally diverse portfolios while focusing on asset allocation and active balancing of risks and returns. We understand that successful investing is not an overnight feat – it takes time, determination and consistency to achieve long-term results. Our investment strategies are built with this in mind, designed to evolve with regular re-balancing. Simply put, our plans go the distance in achieving the success that stands the test of time