Retirement Distribution & Wealth Management Strategies Inc.

More Info

Joseph S. Peralta CFP, EA, CWS

General Info

For over twenty years, our firm promoted sound wealth management advice to selected families and small business owners to help grow, protect and distribute their wealth in a tax efficient manner. We develop coordinated strategies that encompass investments, taxes, insurance, college planning and estate planning. We specialize in dealing with doctors, dentists, retired executives and widows. We have a long history of dealing with retirement plan distributions. We strive for ethical and professional excellence in our advice.

Email

Email Business

Extra Phones

Fax: (714) 879-5268

TollFree: (877) 723-3472

Services/Products

For over twenty years, our firm promoted sound wealth management advice to selected families and small business owners to help grow, protect and distribute their wealth in a tax efficient manner. We develop coordinated strategies that encompass investments, taxes, insurance, college planning and estate planning. We specialize in dealing with doctors, dentists, retired executives and widows. We have a long history of dealing with retirement plan distributions. We strive for ethical and professional excellence in our advice.

Location

Quarterly Consolidated Reports Periodic Reviews Coordinated Wealth Management Planning

Amenities

Quarterly Consolidated ReportsPeriodic ReviewsCoordinated Wealth Management Planning

Associations

Financial Planning Association De La Salle University Alumni Association

Other Link

http://www.peraltaplanworks.com

Categories

Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments, Retirement Planning Services

Other Information

Certifications: Certified Financial Planner

Details

Phone: (714) 879-5200

Address: 509 S Brea Blvd Unit 13, Brea, CA 92821

Website: http://www.peraltaplanworks.com