A true personalized ONE-ON-ONE EXPERIENCE...
We stand by a process that allows us to give you true one-on-one, undivided attention, where we can listen and hear your needs, hopes, and even worries. At Efficient Financial and Insurance Solutions, our clients' relationships and experiences matter.
Understanding
Our relationship with you and the process for securing your family’s future begins with understanding the things that are important to you. In our initial step with you, we seek to understand your needs. That’s all. This is an opportunity for you to share your story while we listen.
Collection
Goals. Objectives. Facts. Data. Here, we collect everything you’ve shared into one cohesive view, ready to be analyzed and evaluated.
Evaluation
Here’s where the magic happens. Once we have a complete 360 view of your story, we assess and develop a comprehensive, holistic plan that works toward your goals and objectives.
Collaborating
We work together with your network of other professionals to explore strategies that achieve your goals and then assist in implementing and monitoring your chosen course of action.
Follow Through
Once we’re agreed on a plan, we’ll put it into play, but not without your help. While most firms offer options, they can fall short of holding clients accountable. That’s where we differ. We’re partners now; we will keep you accountable because we want to see you thrive.
Moving Forward
As partners, we’ll continue to monitor your plan, make periodic updates, and actively review everything that is happening with your assets while providing you with quarterly updates.
Get in Touch
Our Location
2400 E Katella Ave, Suite 800
Anaheim, CA 92806