Client Services

Most people are confused by the overwhelming quantity and contradictory financial information available. At Louis Barajas, Wealth & Business Planning we make the complex and overwhelming world of finances and small business comprehensible, as we teach people at every economic level the simple, practical, and powerful financial and business strategies to achieve Financial Greatness™

We also believe that most people need and want an ethical, educated, and experienced advisor to help them make wise financial and business decisions without the conflict of commissions to earn your trust.

Since 1991, we have been helping families and business owners achieve financial prosperity.
We plan for the things money can do to create a better life.

We Offer the Following Services

Financial Planning to Focus On What Matters Most to You

  • Financial Greatness Program™ - a personal wealth building program that incorporates life planning with comprehensive financial planning
  • Financial Blueprint Program™ - comprehensive financial planning
  • Financial Focus Program™ - annual wealth tracking and review

Investments to Fund All Your Future Financial Goals

  • Professionally Managed Investment Portfolios - investing based on an academic and disciplined approach to achieve long-term prosperity

Retirement Plans to Build a Comfortable and Secure Retirement

  • Retirement Plans for Individuals and Businesses
  • Retirement Investment Portfolio Selection, Monitoring, and Review

Tax Planning to Minimize Your Tax Burden and Help Reallocate the Dollars Saved to Fund Your Personal Financial Goals

  • Tax Reduction Planning Strategies
  • Tax Minimization Investment Strategies

Insurance Planning to Protect You from the Events That Threaten Your Personal and Business Financial Well-Being

  • Comprehensive Insurance Reviews
  • Financial Goal Protection Planning Strategies

Estate Planning to Minimize the Potential Estate Tax Burden on Your Family and Ease the Complexity of Transferring Your Assets to Your Loved Ones

  • Asset Protection Planning Strategies
  • Wealth Transfer Planning Strategies
  • Estate Tax Minimization Planning Strategies

College Tuition Planning to Help Your Children Get the Education They Need to Live a Better Life

  • College Savings Planning Strategies

Business Consulting to Guide You in Making Wise Decisions to Help You Create More Profit and Live a Balanced Life. Also, Business Planning for Intentional and Consistent Growth

  • Small Business, Big Life Program™
    • White Elephant Report™ - a confidential survey to resolve big unspoken issues
    • Life Blueprint™ - a life plan that aligns with your business vision
    • Leadership T.R.A.C.™ - develop and strengthen the leadership and visionary skills of the owner
    • Business Blueprint™ - builds and strengthens your strategic business foundation
    • Dream Team Developer™ - of your business internal and external team
    • C.F.O. Strategy Session™ - business financial decision-making advice
    • Financial Dashboard™ - key business and financial success metrics
    • Marketing Map™ - your strategic marketing plan
    • Strategic Advisor Board™ - strategic advice for your company
    • Financial Blueprint™ - personal financial planning for the business owner

    Employee Workshops to Increase Employee Loyalty, Retention, and Effectiveness (English and Spanish)

    • Employee Training - to develop an emotionally healthy workforce
    • Financial Planning Workshops - to create a financially stable workforce
    • Retirement Planning Workshops - to inspire employees to boost participation in their company retirement plan

    10330 Pioneer Blvd., Suite 250
    Santa Fe Springs, CA 90670
    Tel: (562) 347-0070
    Office Hours: M-F 9:00 a.m. to 5:00 p.m.
    www.louisbarajas.com
    Registered Representative, offering securities through FSC Securities Corporation, a registered broker-dealer member NASD/SIPC