Orange County Financial Planner

Orange County Financial Planner

Our first and only speaker for today was Gina Ambrose with William Jordan & Associates, our financial planner. Gina works with an attitude of gratitude and is the director of business development and client relations.

Gina understands finances, and she understands how important family finances are. If you're struggling through death or divorce, you'll want to talk to a financial adviser. In good times and bad, your finances will affect everything you will be able to do.

William Jordan & Associates give back to the community, and they understand alternative investments like real estate or commodities.

Don't worry, they don't have a ton of limits either. Whether you have a little or a lot of money to invest, they will help you strategically grow your nest egg! Grow your cash and be ready for the future with an Orange County Financial Planner. Contact William Jordan & Associates today!

William Jordan & Associates
23046 Avenida De La Carlota
Suite 150
Laguna Hills, CA 92653
Phone: 949.916.8000 ext. 224
gina@wjica.com

Orange County Financial Adviser, Insurance Agent, and Construction Specialist

Orange County Financial Adviser

Our first speaker today was Jeffrey Cerny - best financial adviser in Orange County! Jeff talked today about the ways he helps clients increase net worth, protect assets, and properly plan for their dreams and goals. 


Should you be investing in CD's? Stocks? Mutual funds? The world of financing can be ominous and confusing. Let a specialist help you make the most of your hard work.

Jeff can help you determine your rate of return and help you maximize your money. Contact your Orange County financial adviser and wealth management specialist today!

William Jordan Associates, Inc.

23332 Mill Creek, Suite 260
Laguna Hills, CA 92653
Phone: 949-380-8600
jeffrey@WJAoc.com
http://williamjordaninvestments.com/

Orange County Insurance Agent

Our next speaker was Colleen our insurance agent. She spoke about property - if you do an addition & don't get a permit, and your place burns down, the insurance policy won't pay the full amount for your addition, so make sure to get a permit.

Floods, earthquakes, wind driven rain, and many other things are not covered in the majority of insurance policies! Call Colleen to make sure you are covered.

Need E&O insurance for your business? Colleen can help with that too. Give your Orange County Property & Casualty Insurance rep a call today to get protected! 

Advantis Insurance Services
26522 La Alameda Suite #210
Mission Viejo, CA 92691
Phone: 949-382-2980
colleen@advantisins.com
http://www.advantisins.com/HOME

Orange County Construction Specialist

Our final speaker was Rick with One Time Construction. Need a remodel? Call One Time, and get things done right the first time!  They can do kitchens, decks, floors, bathrooms, 2nd stories, hardscapes & more. Why bother trying to do all those tricky home projects yourself, when you can get a professional this easily? You'll save time, money, and frustration by getting help with your home needs.

Call Rick, your Orange County Construction contractor, if you need to remodel your commercial or residential property today!

One Time Construction
6 McClaren, #C
Irvine, CA 92618
Phone: 949-716-0566     
onetimeco@aol.com
http://onetimeconstruction.com/

Orange County Property Management Specialist, Financial Planner, and Business Attorney

Orange County Property Management Specialist

Our first speaker today was Lori Huebner our property management specialist. Lori is a Southern California native, and she loves helping people lease property. Currently she has leases available in Palm Springs, Aliso Viejo, and many other Orange County cities.

Consider this: before you sign a lease, review the condition of the property. Pay attention to the location and details. Try to meet the landlord. Don't rent without representation!

If you are a landlord follow these simple tips to get top dollar from your property:

• Make sure it's clean
• paint before its on the market
• install new carpet
• purchase new blinds

Call Lori your Orange County Property Management Specialist if you need help finding a good tenant.

Coastalhills Properties Inc.
Phone: 949-680-5496
coastalhillsproperties@gmail.com
Lori Huebner: Facebook Page

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Orange County Financial Planner

Barbara Loos was our next speaker, and she helps put plans in place for retirement. Are you using your employer sponsored investment plan? If not, Barbara can help you make the most of saving for your retirement!

If you are an employer and you don't have a plan for your employees, let Barbara help you! Many plans are just 500 to setup and 500 annually - your write offs will be much larger than your spend in most cases!

Call Barbara your Orange County Financial Planner to setup a savings plan for your employees today!

Primerica
15901 Red Hill Ave. Ste 200
Tustin, CA 92780
Phone: 213-200-0053
bloos@primerica.com
http://www.primerica.com

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Orange County Business Attorney

Our final speaker today was Steve Fink, our business attorney. Steve has been a LeTip member for 14 years and he protects the members by helping them set up their companies as LLC, S corp, and C corp business models. It's important to think through your partnerships and future business plans so you build the right foundation for your business.

If you need help setting up your business, be sure to call Steve Fink your Orange County Business Attorney! He also does contracts and buy-sell agreements.

Law Offices of Steven A. Fink
13 Corporate Plaza Drive, Suite 150
Newport Beach, CA 92660
Phone: 949-706-5900
sfink@stevefinklaw.com
http://www.stevefinklaw.com

Orange County Financial Advisor, Insurance Specialist, and Personal Trainer

Orange County Financial Advisor

Our first speaker today was Jeffrey Cereny our financial advisor. Today Jeff talked about real estate investing and holding real estate in an IRA.

What is an IRA:

• It stands for Individual Retirement Account.
• It's basically a savings account with big tax breaks. 
• Also a lot of people mistakenly think an IRA itself is an investment - what it is, is a basket in which you keep stocks, bonds, mutual funds and other assets.

Would you like to pick up some real estate? Call Jeff for creative Trust Deed investing options. Trust Deed investing involves short term, private funded loans. They even have great buyout agreements set up for your principal protection!

Call Jeff your Orange County Financial Advisor today to expand your portfolio!

William Jordan Associates, Inc.
23332 Mill Creek
Suite 260
Laguna Hills, CA 92653
Phone: 949-380-8600
jeffrey@WJAoc.com

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Orange County Insurance Specialist

Our next speaker was Colleen with Advantis Insurance, and she helped us understand different levels of insurance policies and what they pay.

Make sure you have a proper dwelling policy, and that you've read your exclusions. Need help? Call Colleen!!

Call Colleen your Orange County Insurance Specialist to get the best insurance coverage in Southern California today!

Advantis Insurance
26522 La Alameda Suite #210
Mission Viejo, CA 92691
Phone: 949-545-0220 x130
Brian@advantisins.com
http://www.advantisins.com/

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Orange County Personal Trainer 

Our final speaker was Carolyn Reynolds our personal trainer and fitness specialist. Carolyn helps you reach your physical goals without completely changing your daily fun

Carolyn explained how fitness can be as easy as walking, or an easy jog, or lifting light weights. Fitness is for everyone – young and old.

What should be in your lunch bag? Water, fresh fruit, protein shake, fresh veggies, and nuts.

Call Carolyn your Orange County Personal Trainer today if you'd like a fun fitness plan!

Personal Training Nutrition Coaching
Phone: 949-683-8684
mail@carolynreynolds.com
http://carolynreynolds.com

Orange County Financial Advisor, Online Connection System and Online Card Service

Orange County Financial Advisor and Wealth Management Specialist

Our first speaker today was Jeffrey Cerny with William Jordan & Associates.

Want low risk investments with high returns?
Jeff can help with financial advice, wealth management and all your portfolio.

Have questions?
Check out Jeff's website for helpful financial advice videos!

Find him on Facebook, follow him on Twitter, or give him an old fashioned call for a meeting.


Contact your Orange County financial advisor and wealth management specialist today.

William Jordan Associates, Inc.

23332 Mill Creek, Suite 260
Laguna Hills, CA 92653
Phone: 949-380-8600
jeffrey@WJAoc.com
http://www.williamjordanassociates.com

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Online Connection & Communication System

Our next speaker was Mike Langgle talking about our online connection system, Tenkro.

Tenkro allows networking groups, baseball teams, focus groups, chambers of commerce and groups like LeTip to have an active and running email roster so all members can stay in touch and receive announcements.

Tenkro

Phone: 949-300-5373
Mike@Langgle.com
 

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Online Card Sending Service

Our final speaker today was Jan Savage with Send Out Cards.

Do you lose addresses?
Forget birthdays, anniversaries, holidays?

Send out cards solves ALL of this!

Your addresses are all in one place, you don't have to worry about going to the store, forgetting to put the card in the mail, and missing important dates.



Go to Jan's website to check it out, or just give him a call! 

SendOut Cards

25422 Trabuco Road, Suite 105-214
Lake Forest, CA 92630
Phone: 949-458-1414
jansavage@cox.net

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Orange County Dog Trainer and Financial Advisor

Orange Country Dog Trainer

Our first speaker today was Vickie Marx, our dog trainer. Vickie has a degree in psychology and she loves working with our furry friends.

Vickie's expertise is in behavior. She can help with pet separation anxiety, chewing.

Have you heard her on the radio? Or seen her on TV or in the paper? She's been deemed the Helen Keller of dogdom. One of her abilities is to train dogs with disabilities!! Blind dogs, deaf dogs, any dog!

Pet store owners and vets are Vickies best referrals.

Do you have a new dog? Would you like to begin putting your dogs in shows Call Vickie today your Orange County Dog Trainer!

The West Coast Academy of Dog Training
Phone: 949 360-7773    
vmdogs@sbcglobal.net
http://www.howlistichound.com/

Orange County Financial Advisor

Our next speaker today was William Jordan, our financial advisor. William trains people how to increase their finances. He's a great financial advisor, but he's also much much more.

William always looks out for your best interest, not his own. Have you seen the Goldman Sacks (get spelling and try to link!!!!) recent article from their financial advisor on his way out? He's not like that, his firm wants you to succeed.

He can help with proprietary investments, and if YOU don't do well on them he won't get paid.

William is also publishing a series of books this year - his next one is about how to make 7% on your safe money.  It's on Amazon and worth a read!

It's never too late to start on your portfolio, call William today your Orange County Financial Advisor!

William Jordan Associates, Inc.
23332 Mill Creek, suite 260
Laguna Hills, CA 92653
Phone:             949-380-8600      
William@WJAoc.com
http://www.williamjordanassociates.com/ 

Orange County Dog Trainer, Laguna Niguel Dentist & Orange County Financial Advisor

Last Thursday was another successful meeting at Champs in Lake Forest. So much business to be done with this AMAZING group!

Orange County Dog Trainer

Our first speaker was Vickie Marx, our Orange County dog trainer - she solves problems!

Vickie can help with separation anxiety, housebreaking (both old and young dogs), and more.
She uses the reward and praise method.

Vickie comes highly recommended and is always looking for more great power partners like groomers, pet stores, and vets.  (And carpet cleaners too... lol.)

Call your Orange County dog training specialist, Vickie Marx, today for great prices and a well behaved dog!


West Coast Academy Dog Training
PO Box 4854
Laguna Beach, CA 92652
Phone: 949 360-7773
vmdogs@sbcglobal.net

http://www.howlistichound.com/

Laguna Niguel Dentist

Our next speaker was Dr Cheryl Stahl our Orange County dentist.

Dr. Stahl is a member of the Orange County Dental Society and the Newport Harbor Academy of Dentistry so she can always stay on top of the best techniques in the industry.

Some of the treatments Dr Stahl can do are teeth extractions, whitening, bonding, filing, and crowns. She is a great solution for children's dentistry too!

If you need a teeth cleaning or a cavity consultation call Dr. Stahl.  Even if you don't have insurance and need help she can work with you!

Contact Lagina Niguel Desntist, Cheryl Stahl...


Cheryl Stahl, D.D.S.
25500 Rancho Niguel Rd., Suite 230
Laguna Niguel, CA 92677
Phone: 949-305-2203
stahl777@cox.net

http://www.cherylstahldds.com/

Orange County Financial Advisor

Our final speaker today was William Jordan our financial advisor.  William Jordan & Associates are NOT merely focused on stocks and bonds.

William is one of the only Orange County financial advisors who will be honest and tell you if you should invest in real estate.  He looks at your entire portfolio and he knows of other great creative investment avenues in case you aren't well balanced.

William understands the market, has studied it's trends, and aims to protect and grow his clients assets.

Refer to William!  Don't worry, William has no account minimum either so he doesn't just serve the wealthy, he serves the community!!

Contact Orange County Financial Planner, William Jordan, today!



William Jordan Associates, Inc.
23332 Mill Creek, suite 260
Laguna Hills, CA 92653
Phone: 949-380-8600
wjordan@williamjordanassociates.com
http://www.williamjordanassociates.com/

Orange County Financial Planner, Orange County Business Attorney & Citysearch Online Advertising

Another LE Tip meeting at Chammps in the Irvine Spectrum this week. Excitment was in the air for our long weekend.

Citysearch Online Advertising

First up this week was Sol with Citysearch. Citysearch helps small businesses get found locally in major search engines and social media.

Citysearch has huge power partner connections with google, mapquest, aol, ask and more! they are trackable, and affordable. You get a business profile page and its even searchable on the iphone AND other mobile devices!

Restaurants, new businesses, and any local business is a great lead for Sol. Spas and hair salons also do well with citysearch...did you know 80 percent of people search online for a spa?

Citysearch can work with your budget and there are no contracts - its month to month! Confused on how Citysearch is different than Cal Coast Web Design? Don't be! Cal coast tweeks your website to get found, citysearch promotes your website and gets it exposed in pay per click regions of search!

Contact our online advertising friend, Sol, at Citysearch at...

Phone: 949 943-9873
Fax: 213 351-7070
sohil.majdi@citysearch.com

Orange County Financial Planner

Next up was William Jordan, our Orange County financial planner. How can you increase biz revenue? Ask yourself...what 6 items do I need to do to increase sales tomorrow?

The group agreed to try writing down those 6 things for 3 weeks with a marker and staying focused. Stay tuned!

In the mean time, William warned us about watching other financial adviser's fees...you need to understand it or you may lose money! Don't hesitate to call him at 949-380-8600 for more information any time.

Are you a Le Tip member that needs to give more outside tips? Try tip storming!!! Go through your Rolodex with another member. William and Cindy did that this week and came up with 50 leads for each other!

Contact our Orange County Financial Advisor, William Jordan, today!

Phone: 949-380-8600
Cell: 949-433-8671
Fax: 949-380-1819
www.sentinelOC.com
wjordan@sentinelOC.com

23332 Mill Creek
suite 260
Laguna Hills, CA 92653

Orange County Business Attorney

Last up was our Orange County business attorney, Steve Fink. Steve tells your business fortune by anticipating problems and covering you with a corporation and contracts before anything becomes a problem.

Steve will review your contracts and make sure you didn't leave yourself open to get sued. This in itself is well worth the money!

Steve can also do your Orange County business collections! People aren't paying your bill? Hate collecting? Steve can help.

Mr. Fink has been in the Le Tip group 9 yrs and thanked all members for helping his family and friends! No, thank YOU Steve, for all your wisdom and help!

Contact Orange County small business attorney, Steve Fink, at...

Phone: 949-706-5900
Cell: 949- 637-0871
Fax: 949-706-5901
www.falawyers.com
sfink@falawyers.com

3 Corporate Plaza Drive
Suite 230
Newport Beach, CA 92660

Protecting Your Business's Wellbeing, Protecting Your Health & Protecting Your Finances

First up was Seth Kamlet with Unique Orange County Risk Management!

Seth does business risk management out of Lake Forest... No that is not an insurance policy! Brokers just sell insurance, Seth helps you ensure all aspects of your business are covered.

You can manage risk through transfer or by hiring someone like an insurance company...

OR, you can retain and manage your risk.

What risk, you say? Well... Economic, legal, political, social, physical, and juridical. Are you covered? If not call Seth!!!

You can reach Seth at...
Phone: 949-305-5577
Phone: 1-8-00-2B Unique
Cell: 949-633-0790
Fax: 949-305-5577
www.uniquerisk.com
seth@uniquerisk.com

Next up Katherine Manasson out of Mission Viejo! She's the Orange County MD of the group!

She serves both men and women, and is a member of the American Board of Internal Medicine.

Gotta cold or a health issue that's bugging you? Make an appointment through manasson.com! She can help!

You can get in touch with Katherine at
Phone: 949-348-1085
Fax: 949-348-1087
www.manasson.com
doctor@manasson.com

Next up we had our Orange County financial planner, William Jordan.

William discussed how the news talks about all "doom and gloom"... But we make our own financial future.

No, he's not saying this is the end of the recession or the bottom of the market. What he is saying is that you should work with a professional financial adviser. If you do this, you have a much better chance surviving all markets!

William can help you manage your financial risk, develop financial strategies, and design a long term financial plan for your future. Want to retire early? Start a charitable organization?

Whatever you need, check William out online at sentineloc.com or schedule an appointment today!!!

You can reach William at
Phone: 949-380-8600
Cell: 949-433-8671
Fax: 949-380-1819
www.sentinelOC.com
wjordan@sentinelOC.com