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Proactive Planning

for a solid future

Helping You

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forge a path to your success

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Our Approach

We are dedicated to providing investment management and strategic wealth planning to pre-retirees and retirees. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide impartial opinions that are designed to work towards long term investment results.

Meet Our Team

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.

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Team members

Morris was raised in Southern California and is the eldest of four children.  He learned at a very young age that he would have to depend on...

Morris A. Boladian , CFP®

Financial Consultant

Kevin is an Orange County native.  He grew up in the city of Irvine and earned his Bachelor of Arts degree in Economics from California State...

Kevin Etter

Lisa was born and raised in Southern California and is a graduate of California State University at Fullerton with a Bachelor of Arts degree in...

Lisa Ghilione

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Latest Blog Posts

Advance Directives: Planning Ahead for Your Own Care
Mar 16, 2016 by CML Wealth Management

An advance directive is a written statement that you complete in advance of a serious illness. Generally speaking, this document names someone to act on your behalf or outlines how you want medical decisions to be made when you are no longer able to do so. Some types of advance directives may be able to do more for you than others, so it is important to know the differences.

The two most common forms of advance directives are a living will and a durable power of attorney for...

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Make a Plan for Withdrawing Retirement Assets
Feb 17, 2016 by CML Wealth Management

 

 

You’ve worked long and hard to accumulate the assets that you are using to help finance your retirement. Now, it's time to start drawing down those assets. Exactly how you withdraw assets from various accounts will affect your taxes and impact how long those assets last, so it pays to plan a withdrawal strategy that is efficient and maximizes the benefits of different types of investments.

First: Take an...

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Shielding Retirement Assets From Taxes
Jan 06, 2016 by CML Wealth Management

For many investors, a large portion of their investments are held in 401(k)s, IRAs, or other tax-favored retirement vehicles. While these accounts can be ideal for sheltering retirement savings from taxes both preretirement and post-retirement, they can also be highly vulnerable to tax losses in an estate, if they are not bequeathed properly. For instance, a $1 million IRA inheritance could be whittled to almost nothing under worst-possible circumstances, such as a combination of estate...

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135 S. State College Blvd., Suite 125
Brea, CA
92821 United States

  •  Tel: 714-494-2460
  •  Toll Free: 866-861-4050
  •  Fax: 714-494-2466
  •  kevin@cmlwealth.com
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