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 Title Insurance Specialist, Financial Advisor, and Communication Specialist

Orange County Title Insurance Specialist

Today's first speaker was Maria Langgle with title365. She's been an office manager and a salesperson for Title 365, so she understands all sides of the real estate transaction. Maria is looking to get in touch with more Realtors, and help them with their marketing strategy 'toolbox'. They care at Title365, and most of their agents are clients for life!

Call Maria your Orange County Title Insurance Specialist today if you have questions about your home's title insurance!

Title 365
19500 Jamboree Road
2nd Floor
Irvine, CA 92612
Phone: 949-614-5667
maria.langgle@linkmynetwork.com
http://www.title365.com

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Orange County Financial Advisor

Our next speaker was Jeff Cerny with William Jordan and Associates Financial Advisors. Do you want to make more money? Improve your finances?

Jeff told a story today about a family who recently retired and are taking care of an adult son and elderly mother. They were freaking out and barely surviving!
Jeff helped reduce their taxes, diversify their portfolio, and bring them
$800/mo in additional cash flow.

If you would like to increase your cash flow and savings, call Jeff 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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Orange County Communication Specialist 

Our final speaker was Mike Langgle with Tenkro, a system any group can use to keep in touch with their clients. Do you have trouble keeping your contacts updated? Tenkro is great for group rosters, events, email reminders, and activities!

Call Mike your Orange County Communication Specialist to find out more about the best database available to keep your contacts updated!

Tenkro
Phone: 949-300-5373
Mike@Langgle.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, 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/

Laguna Niguel Dentistry, Superior Communications Services, & Orange County Financial Planning All At The Latest Orange County LeTip Meeting

The latest Orange County letip meeting was one filled with information related to dentistry, communication services, and financial planning.

Laguna Niguel Dentist

The first speaker at this latest meeting with Dr. Cheryl Stahl, a Laguna Niguel dentist. Dr. Stahl spoke about some of the new technology that exists within dentistry these days such as nonmetal fillings and even Invisalign which helps to bypass braces. Dr. Stahl also spoke about fluoride and how it is now known that it can actually damage tooth enamel. She stated that there is now a cool MI paste available that stops the break down of tooth enamel and that, that is used much more frequently than fluoride. If you have any dentistry needs be sure to call Dr. Stahl!

Contact Your Laguna Niguel Dentist Today!

Phone: 949-305-2203
stahl777@cox.net

Superior Communications Services

Our second speaker was Andy Brothers, a representative of Nextel. Andy spoke of ways to save money on your phone bill and discussed VOIP communications. Andy also gave tips on what services to avoid for communications when you're running a business. Andy warned those in attendance to be wary of Vonage and Skype as they aren't really designed for business. If you need to make calls from your computer Andy can set it up so that calls pop up on your computer along with a phone number. Star to Star is the way to go! Call Andy today!

Contact Your Superior Communications Service Experts Today!

Phone: 800-380-4177
URL: http://www.netrixcommunications.com/
andy@netrixcom.com

Orange County Financial Planner

The final speaker at the latest meeting was William Jordan the best Orange County financial planner in all the Southland. William encouraged everyone to check out his website at http://www.williamjordanassociates.com/ for information on everything financial planning. He also spoke briefly about what a financial advisor actually does. William stated that a financial planner helps his or her clients with long-term strategies for their finances and helps them establish and meet their financial goals through various meetings and programs. Many who try to do their own financial planning hit a wall when they realize they must use spreadsheets. William loves spreadsheets so if you're one of those who does not be sure to give William a call and let him work things to your advantage.

Contact Your Orange County Financial Planner Today!

Phone: 949-380-8600
URL: http://www.williamjordanassociates.com/
wjordan@sentinelOC.com