Advising your businesses and your family.

A commitment to empower women, small businesses, professionals, executives, and CEOs with self-reliance and freedom of choice in their professional and personal lives has been a life long endeavor. Offering comprehensive financial planning services on a fee basis, her individual approach enhances the lives of clients by tailoring solutions to their needs and their values. Her pursuit of results facilitates action so that plans can become reality.

Hazelina, a registered financial advisor, has assisted over 2000 Orange County families and their small businesses increase their income up to 30% and reduce taxes up to 50%. She believes comprehensive planning is a client-oriented process, focusing on the psychological, as well as financial factors which have an impact on formulating a long-term strategy. Her approach is designed to help clients articulate and quantify goals, organize financial data, identify needs, expose new opportunities, and evaluate alternative courses of action. Her process includes an analysis of current and projected net worth, cash flow, income taxes, employee benefits, investments, estate and gift tax planning, and risk management.

By creating a better perspective of the total situation, she helps clients make meaningful decisions. This comprehensive client-oriented approach is a proven method toward the achievement of financial goals and objectives.

Hazelina regards the responsibility for preparing your written financial plan as a very important and personal relationship. It is through this process that she has built her practice..."A practice built on trust".

Services: Fee-Based Financial Planning; Estate Liquidity & Survivor Income Analysis; Business Succession Planning; Retirement Plan Analysis; Education Planning, 529 Plans and Other Vehicles; Employee Benefit Plan Analysis & Design


info@hazelina.com
Tel: (949) 322-6351 Fax: (949) 551-6659