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YOUR ULTIMATE FINANCIAL PROFESSIONAL

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Our boutique financial practice thrives on honest guidance and strong, trusting relationships. We truly love our clients and want the best for them, so we become a lifelong partner who advocates for you and guides you in every season. We communicate clearly and openly. As independent financial professionals, we spend time educating you about your options so you can make the best decisions for you. We know the greatest gift we can offer is peace of mind, so we help clients prepare for strong, meaningful futures as they enjoy their success today. We’re here to listen when you need a friend, hold you accountable when the road looks long, and celebrate when your dreams become a reality

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STRAIGHTFORWARD INSTRUCTION

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We listen closely to your concerns and take time to teach you about your situation, options, and potential strategies. We're intentional about communicating clearly so you always know where you stand and where you’re going.

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Authentic
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When you entrust your finances to us, we'll be by your side to guide you through your financial journey and hold you accountable along the way. Through every stage of life, we are here to help you focus what's important so you can spend more time enjoying life.

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STRAIGHTFORWARD INSTRUCTION

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Straightforward
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Mindful
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Balance is imperative in every area of life, so we help you enjoy your success today while you build a meaningful legacy for tomorrow. Our goal is to make sure every decision you make is purposeful, powerful, and tax efficient so you can have confidence that your future is secure.

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WHO WE WORK WITH

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Our clients are passionate, driven people who want to create a full life. They’re diligent, curious, and kind. They’ve built incredible success and they’re ready to capitalize on that opportunity. Our job is to help them use their wealth mindfully–we show them how to enjoy their money today as they keep an eye to the future. Through personal guidance and value-based strategies, we help them find balance so they can build a strong legacy without sacrificing the joy of the present. We’re adept at helping people navigate new or complicated situations, and we love helping clients who are preparing to pass on a legacy or have recently acquired wealth. Wherever you are, we’re here to empower you so you can make the most of your life today and tomorrow.

WE COMMONLY WORK WITH:

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PRE-RETIREES & RETIREES

YOUNG FAMILIES

WOMEN

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818-621-6461
mbgozukizil@ft.newyorklife.com

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1046 The Pike

Arroyo Grande, CA 93420

TRANSPARENT. PERSONAL. PURPOSEFUL.

Helping people enjoy their wealth and build strong legacies through authentic relationships and straightforward financial advice

YOUR ULTIMATE FINANCIAL PROFESSIONAL

STRAIGHTFORWARD INSTRUCTION

AuthenticAdvocacy

STRAIGHTFORWARD INSTRUCTION

StraightforwardInstruction

MindfulGrowth

WHO WE WORK WITH

WE COMMONLY WORK WITH:

GET IN TOUCH

OUR LOCATION

Authentic
Advocacy

Straightforward
Instruction

Mindful
Growth

LOCATION AND CONTACT

LET'S MEET

LET'S CONNECT

LET'S TALK