Santa Ana, California Location
Your future isn’t waiting and you shouldn’t have to wait for it.
Reach out to us today and schedule some time with one of advisors.
Schedule a Meeting With Michael Waiters or Call 714-541-9131
Santa Ana, California
1234 17th Street
Santa Ana, Ca 92701
Office: 714-541-9131
Fax: 714-265-7462
Info@mikewaiters.com
We’ll Plan for the Whole Journey, Together.
The M.E. Waiters Financial & Insurance Services Way is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.
Step 1: Discovery
- Start with your goals & values
- Establish what you need from an advisor
- Map out your current financial picture
Step 2: Strategy
- Evaluate what is needed to reach your goals
- Review of red flags and opportunities
- A strategic plan to get you where you want to go
Step 3: Implementation
- Organize accounts to goals-based investments
- Complete additional planning areas
- Establish our plan for communication and connection