We are ready to help you achieve your college and retirement goals.

Complete the form and we will contact you shortly. For faster service please call 949.420.4509


Office: (949) 420-4509
E-Fax:  (714) 409-3232

27201 Puerta Real, #300
Mission Viejo, CA  92691


We‘ve helped people just like you achieve peace of mind and a financial plan…

We’re Going To College!

” When it came time for my daughter to attend college it was a frightening time for us as parents.

Thank GOD we came in contact with Lea. She gave us so much comfort knowing she would do everything in her power to get us as a family in a positive position where my daughter would get as much financial help as possible and still be able for us as parents to afford college.

We are so happy with Lea, that we have our second daughter that will start college next year and we are working with Lea once again.

Lea would always answer her phone and always responded quickly to all concerns throughout the process and then after.

If you’re considering joining a college preparation company, it’s one of the most important choices you will make, you will be in safe hands with Lea…”

Oscar S.
Proud parent of a USC student and future freshman in college