How many people do you know who have reviewed their financials in the last few years? How many people do you know who have a current financial roadmap for retirement? The answer most people give is 'not many.' That is one of the reasons why so many Americans are suffering financially and struggling to build wealth. The old model of retiring on personal savings, a company pension, and social security has become obsolete. Americans need a new strategy for generating income during their retirement years. They need a new game plan for their financial future. Shana Mokhtari has built a successful financial practice with her daughter Mernie Mendoza showing people that new game plan. With over 30 years of combined experience, this mother-daughter duo is passionate about helping families to succeed financially. Their world-class platform and tremendous resources put them in a position to help families that are not typically served by the financial services industry.
"All kids deserve a better future and their parents shouldn't have to choose between paying for college or retiring in dignity. We are here to help you build a better financial future for yourself and your family."
101 Freeway and Woodman Ave. We are in the tall black LBPM building.