Our mission is to enrich the lives of our clients, colleagues and communities through sound financial advice, integrity and a commitment to service beyond expectation.
We do this by providing direction with their investments, emotional support during periods of market volatility and sensible investment strategies that help them reach their financial objectives while preserving their wealth; To retain the confidence and trust of our clients through our total commitment to honesty and integrity; To consistently demonstrate our declaration to professionalism and excellence in everything we do; To communicate a sincere, caring attitude toward every client; To always place our clients' financial well-being above our own.
We serve individuals and businesses in all areas of financial management, including:
Retirement Planning – Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement. Tax management Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
Estate Planning – Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
Risk Management – Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
Education Funding – Recommending investment and accumulation strategies to help you pay for your children's education.
Investment Planning – Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
Securities offered through Center Street Securities, Inc. (CSS), a Registered Broker-Dealer and Member FINRA, SIPC. Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM), an SEC Registered Investment Advisor.
Strategic Financial Partners and BCM are independent of Center Street Securities. Please be advised that presently, David Escarcega holds Series 6,7,63,65 licenses in Arizona, California, Kansas, Minnesota, North Dakota and Washington.
For residents of other states in which registration is not held, proper licenses and registrations must be obtained by David Escarcega before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.