Rollover your 401(k)
Discovering the right 401k's starts with understanding what drives you. Establish your brand and your strategy.
Financial Roadmap
It’s time to maximize your personal finances. This means being in charge of your financial roadmap.
Passing your Estate
Your estate counselor provides a supportive working relationship to help you understand and embrace your possibilities.
Live while you are alive
Plan for living longer
How do you build a nest-egg for retirement while enjoying life today? The secret is not in your income alone. Work smarter by working with a financial advisor.
Live while you are alive Plan for living longer
How do you build a nest-egg for retirement while enjoying life today? The secret is not in your income alone. Work smarter by working with a financial advisor.
Investment Selection
Which investments do you own in a bull market and which do you own in a bear market? What type?
Estate and transfer
It is both an honor and a great responsibility to be selected as an executor. Don’t do it alone and learn how transparency can help keep the family together.
Retirement Assessment
You need to evaluate your retirement strategy at least once a year. Make sure your plans live up to your current lifestyle.
Protection
The unexpected happens every day but be prepared if it happens to you or your loved ones.
“Asking economists for investment advice is like asking a physicist to fix a broken toilet. Not their field, though sort of related.”
― Milton Friedman
Get in touch
Call us
Inland Empire
909.287.3596
Orange County
949.415.5305
The best investment you
can make is in yourself
It Ain’t What You Don’t Know That Gets You Into Trouble. It’s What You Know for Sure That Just Ain’t So.
– Attributed to Mark Twain
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Clients consulted
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Certificates and
awards globally
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Years of financial
experience
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Clients consulted
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Certificates and
awards globally
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Years of financial
experience
Committed to
your success
Our values drive not only our culture and how we work with clients but also how we live our lives. We partner with our clients to achieve their goals
and establish an ethical relationship of trust while prudently caring for all client assets.
and establish an ethical relationship of trust while prudently caring for all client assets.
The question isn’t what age I want to retire, it’s at what income.
– George Foreman
It's time to dream big
and discover your calling
Look to the next step in your career and set you up for success, whether that is in a few weeks or a few years. We help you learn to overcome obstacles and achieve your vision.
Discover, apply, choose
When it comes to your career management, having a professional career coach at your side is a key element to your support system. Our newsletter will keep you up to date and will guide you through choosing your career.
A bright career with
our simple programme
Are you stuck in a job you don’t enjoy? Not sure which career direction to take? If you want to have a job you are passionate about, the good news is you can! Find your dream job using our proven, comprehensive 6 step program.
A bright career with our simple programme
Are you stuck in a job you don’t enjoy? Not sure which career direction to take? If you want to have a job you are passionate about, the good news is you can! Find your dream job using our proven, comprehensive 6 step program.
STEP 1Goal setting
Establish your short-term and long-term career goals and a forward-looking career road map.
STEP 2Explore
Help you understand yourself, what is important to you and monitor how changes in your interests, skills relate to your career.
STEP 3Discover
Learn about different careers, understand the components and requirements to make a final decision.
STEP 4Action Plan
Create a tactical plan to get you from where you are today to where you want to be. We help fine-tune your plans.
Helping you build
wealth and get organized
Aaron Smith was a financial planning pioneer when it was just in an infancy at Morgan Stanley. Aaron learned later that trying to fit the odd shapes of a person’s life into the square pegs of a financial plan, often-gathered dust on the client’s bookshelf.
Chino Hills Wealth Management uses the financial roadmap instead. Unlike a plan which captures you in a moment in time, the roadmap is ongoing and is implemented over time incrementally. Dust off your outdated family trust, update beneficiaries, properly titles assets, and finally get organized at your own pace.
Chino Hills Wealth Management uses the financial roadmap instead. Unlike a plan which captures you in a moment in time, the roadmap is ongoing and is implemented over time incrementally. Dust off your outdated family trust, update beneficiaries, properly titles assets, and finally get organized at your own pace.
Starter Consultation
Major life events such as career, family, or retirement
Credit, debt, spending, investment, protection
Pension or Rollover guidance
$0
- 1st time clients can engage a financial advisor
- Individualized attention on your goals
- Specific advice tailored to your situation
- No commitment
Financial Roadmap
One-on-one monthly or quarterly
Focus on building wealth and security
Solve financial issues that may keep you up at night
Starting at$249
- Trustee and co-executor services
- Ongoing 401(k) advice and benefits review
- Keep on-track through market and life events
- No minimum monthly commitment
Money Management
Low-cost index and DFA funds
No broker - no commissions
Spend-down method to maximize distributions
Starting at95bps
- Money throughout retirement
- Investments match your horizon and tolerance
- Tax-managed strategies
- No minimum monthly commitment
Latest news
Read our latest blog posts and find out how can you change or improve your career immediately.
Latest courses
Copyright by Chino Hills Wealth Management. All rights reserved.
Copyright by Chino Hills Wealth Management. All rights reserved.