About My Practice
Wealth Financial Group West, Inc. is a Registered Investment Advisory firm that specializes in income planning, asset allocation, investment advising, social security maximization strategies, inheritance planning, life insurance and long term care/medical needs for retiring or retired persons. We do comprehensive financial planning for and annual fee of $995. Tami has a unique combination of training and experience including medical, spiritual & financial that work together to provide her clients with a truly comprehensive financial plan.
- 2003 to Present: Financial planer for people ages 55-80
- 1993 to 2002: Minister, including Senior Pastor of Riverside Community church in Riverside, Ca.
- 1988 to 1992: Devoted to parentlng
- 1978 to 1988 Registered Nurse
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Chartered Retirement Planning Couselor (CRPC)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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