D. Paul Kalra, CFP, ChFC
Signature America Financial and Insurance Services
- 22942 El Toro Road |
- Lake Forest, CA 92630
Map and directions
Signature America has been providing financial services for over 25 years to doctors, business owners and others nearing retirement. Our financial planning process for clients takes the following path: (1) Understand their present situation, (2) Listen to their near-term and long-term goals, (3) Co-ordinate their current assets and resources with their goals, (4) Review their retirement assets, (5) Add an element of safety by protecting them from crashes while still providing for growth, (6) Finally, we help assess the need for various trusts such as Living Trust, IRA Inheritance Trust, Dynasty Trust and QTIP. Therefore, when you do business with us, you get an an advisor whom you can call whenever you need advice on financial matters.