Jack A Cross & Associates

Lotus Bridge Wealth Management, located in Brea, California, provides comprehensive financial advisory services designed to help clients achieve their unique vision of financial freedom. Their team specializes in financial planning, investment management, retirement planning, estate planning, and tax planning, ensuring a holistic approach to wealth management. Committed to acting as coaches and advocates for their clients, Lotus Bridge Wealth Management emphasizes accountability and personalized guidance through every stage of life. They work collaboratively to create tailored strategies that align resources with individual goals, whether clients are just starting their financial journeys or preparing for retirement. Generated from the website

Hood Financial, located in San Diego, CA, specializes in retirement planning, investment management, and financial planning, serving as a fiduciary and trusted Retirement Sherpa for its clients. The firm aims to empower individuals by creating personalized financial plans that foster confidence, security, and control over their financial futures. Utilizing a unique mountain expedition analogy, Hood Financial guides clients through the complexities of retirement, ensuring they are well-equipped and prepared for both the ascent to retirement and the descent thereafter. With a focus on understanding individual needs and providing tailored strategies, the firm emphasizes the importance of planning and preparation in achieving financial goals. Generated from the website