We give you a financial road map!!!  I look at your whole financial life and see where we can make some changes to get your further down your financial road.  We look at your mortgage(s), debts, credit, income, savings (long term and short term) and see where we can make a few minor changes that will have a lasting effect on your financial future!!!


Are you protecting your family with a will or trust.  Lori Friedman can help you protect your family.


We want to bring financial stability back to middle America!! We want America to release the financial burden that they are under and get on the road to a bright and beautiful future financially!!!


CALL LORI NOW, for your FREE Financial Analysis appointment, 714-658-8998.  You will be so happy that you called!

Our Services


NMLS #300123                     BRE #01447342.