Take the first step toward reaching your

Financial Goals

Get the information that can help you live a confident retirement.

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Continue Your Education at
Southwestern College

 

My Street Money™: The Real Person’s Guide to Creating Financial Peace and Security for You and Your Family

Are you ready for a commonsense, down-to-earth guide to using money to help create the secure and happy life you want? The MY STREET MONEY course will help you envision a life of financial confidence and abundance by helping you build a step-by-step financial plan to help you reach your most precious life goals.
Your instructor, Daniel Guillen, an Accredited Investment Fiduciary®, will share common sense
strategies to help you achieve your version of the American dream.
From money basics on how to earn it, save it, protect and invest it to discovering your own powerful and personal reasons for creating the secure and abundant future you desire and deserve. Real-time money answers from real people and for real people.
Two- 3-hour classes taught in English. Answers can be in both English and Spanish.
Clases en ingles. Respuestas a preguntas en ambos idiomas.
Class seating limited, so register today!

Class offered:

June 11 & June 18
My Street Money
6:30 pm | Southwestern College

No upcoming events.

Investing involves risk, including the potential loss of principal.  Any references to [protection benefits, safety, security, lifetime income, etc] generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 

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One-on-One?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at (858) 384-5700