Qualified Financial & Insurance Solutions

CONNECT

Address:

1100 Town and Country Road Suite 1250
Orange, CA 92868

Phone:

800-694-5133

Fax/Other:

800-638-2153

Our Mission Statement

"Retirement is about income, it is not about assets, because not all assets return the same income."

Kevin Brunner, quoted in Forbes as a Featured Advisor in 2015

This would seem an obvious statement, yet in Financial Services it is not.

 

"Our company was founded to provide comprehensive financial services and the highest degree of personal attention to individual clients by using a team-focused approach to ensure expert guidance, preparation, and responsiveness through all stages of life and regardless of market conditions."