Santa Clara, CA 95054
Our focus is on helping Middle Class Millionaires plan for and enjoy the next stage of their life - Financial
We utilize a process so that we can understand what is important to you, whom are the people you care about and if there are causes meaningful to you.
We then begin development of your Customized Financial Plan with the focus on helping you transition successfully into Financial Independence.
In your Financial Plan, we will review and discuss the following:
Current Financial Position - Together we will analyze your assets, your liabilities, income and Net Worth.
Retirement & Income Planning - Projections and planning of asset positioning and allocations designed to offer optimal Risk Adjusted Returns and allow you to reach and exceed your goals. This can include use of Employer Retirement Plans, IRAs, Stock Options, and other investment vehicles.
Investment Planning & Management - Analysis of your current asset allocations, positioning, strategies, diversification and risk tolerance to assist you in achievement of your financial goals.
Tax Management - Ongoing analysis and planning to minimize tax impact and maximize after tax income. Introductions to appropriate tax professionals upon request.
Estate Planning - Jointly we will review your current estate plan and documents to ensure they are complete and up to date. Introductions to appropriate legal professionals upon request.
Lifestyle and Asset Protection - Review of your current insurance policies to ensure that you and your family are adequately protected.
Firm Start Year
Name of Broker/Dealer
Name of Custodial Firm
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
Insurance and Annuity Licenses
Financial Organization Memberships
Non-Financial Organization Memberships
BA - Pyschology and Business
CA Insurance License #0D53275 See Important Disclosures in the Link: http://www.scfsecurities.com/disc/John- Dominge
Securities offered through SCF Securities, Inc. Member FINRA / SIPC. Investment advisory services offered through SCF Investment Advisors, Inc. 155 E. Shaw Ave. Suite 102, Fresno, California 93710. Uptrex LLC and SCF Securities, Inc. are independently owned and operated.