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If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.
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Frequently Asked Questions

  1. What happens at the first appointment when we meet with you? Do I need to bring something?
  2. We get to know each other, answer any of your questions, and find out if we are a good fit.
    We recommend you bring your financial statements to make the most of the visit, however it is not required.

  3. What if I already have an advisor or professional that is currently giving me advice, how can I work with you?
  4. We work with clients on many different levels. Most of our clients at one point had or have another advisor. At the very minimum, we will provide you with a second opinion to see if there is room for improvement.

  5. Is there a charge for the meetings? How do YOU get paid?
  6. No. There is no charge for your first appointment. Our fee depends on the size of your investments as well as your areas of concern. We will address all charges during our first visit.

  7. Who would benefit from a meeting with you? What type of financial scenarios do you work with?
  8. Anyone planning for retirement or currently retired looking to maximize their social security and create a formal retirement income plan. As an independent firm licensed in both Securities & Insurance there is virtually no investment vehicle we cannot utilize if the circumstances call for it – simple or complex.

  9. How long is the 1st appointment and where are you located?
  10. Typically 45 minutes to an hour. We are located in the Von Karman Towers in Irvine.

Contact Us Today!

Phone: 949-682-9105
Fax: 949-682-2105
Email: info@bmlwealth.net

Office Location:
18401 Von Karman Avenue
Suite 340
Irvine, CA 92612

Who We Are / Our Focus
Meet the Team

The advisors at BML Wealth Management have more than 30 years combined experience helping retirees and pre-retirees plan for retirement.

» Learn More About the Team
What We Do

Our financial strategies and asset management services are tailored to help you meet your financial goals.

» Learn More About Our Services
Upcoming Events

View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

» View Our Calendar of Events
Investment Advisory services offered through Cooper Financial Group, an SEC Registered Investment Advisory firm. California Insurance License # 0E50344 & # 0B66858. BML Wealth Management & Cooper Financial Group are not affiliated with any entity listed below.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

All complimentary white papers and reports are provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.