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The best preparation for tomorrow is doing your best today.  

H. Jackson Brown, Jr.

Risk comes from not knowing what you’re doing.

Warren Buffet

The first step towards getting somewhere is to decide that you are not going to stay where you are.

J.P. Morgan

Someone’s sitting in the shade today because someone planted a tree a long time ago.

Warren Buffet

COTO Insurance & Financial Services

From Life Insurance to Retirement Planning, we’ve got you covered.

In these challenging economic times, preserving and growing your wealth is a daunting task.  Investment fads, hidden fees, and rising taxes are relentless.  Many investors end up taking too much risk for too little return, receiving mediocre service and conflicted “advice,” and paying too much in taxes, commissions, and fees.  We solve these problems.  It’s who we are.  It’s what we do.

Client Focused

Our business is the delivery of sound fiduciary advice resulting in simple yet sophisticated wealth management solutions.  Our clients consist of a discerning group of individuals, families, and small business owners.  We believe in straight talk, good old-fashioned common sense, hard work, and complete transparency.  Our team is composed of a unique blend of highly credentialed professionals with decades of wealth management experience resulting in the wisdom to offer advice that is best for you.

info@cotoinsurance.com
949-858-7200

Life After Work – Get Your Copy Today!

Many people dream of the day they can retire. Others weren’t expecting their last day of work. Regardless, finances play a role in helping you get–and stay–retired, or in helping you have the freedom to decide how you will spend your time in your life after work.

In this financial primer, Vicki Gunvalson distills the lessons she’s learned in her years in the financial industry to help readers consider the top concerns facing retirees today. With storytelling and real life perspectives, Vicki walks through what consumers need to know about Social Security, building your own income, avoiding market ups and downs, and more.

For anyone who realizes they may one day be responsible for creating their own paycheck, it’s a must to read up on Life After Work.

Purchase Paperback Kindle Version

Click to Hear Vicki Discuss Her Book!

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