Delivering the Support and the Financial Guidance You Need
We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.
Our Work Is Critical
Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business.
We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.
You Matter to Us
While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.
We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at (949) 788-7700 any time. We are always here for you.
Confidence In The Future Starts Here
AK Financial Group is an independent financial planning and wealth management firm serving the diverse needs of private investors and corporations who seek a personalized wealth management experience. We offer exceptional wisdom, knowledge, and resources that help replace complexity with simplicity. As you navigate life’s transitions, we diligently pursue what matters most to you, your family, and your business.
Whatever your objectives may be, our experienced team can develop customized strategies to help pursue your goals. See how our disciplined approach to wealth planning can help you gain the clarity and balance you seek across all aspects of your life. Learn about our unique approach/The AK Advantage.