January Financial is committed to assisting our clients in successfully navigating these challenging financial times. We view wealth as going far beyond your balance sheet and representing abundance in all areas of your life – financial, social, and professional.

Excellence – you can count on us to always have the knowledge and skills to help you navigate markets that always seem to be increasing in complexity. Not only will we share with you exactly what we know, we’ll have the courage to share with you when we don’t know and will bring in excellent partners. Investing is a team sport.

Integrity – it may be old-fashioned, but you can count on our word being our bond. When we say we will do something, we will do it. We will always be honest with you, even when it’s something you don’t want to hear. You need to be able to make decisions based on what is real and not on what is hoped or expected to be real.

Stewardship – you can count on us to always act and advise in your best interest, not ours. We will make recommendations and suggest products that are the ideal for your situation and expected future, not the ideal for our firm or wallets. You will always be treated like a much-loved family member, because that’s what we hope you will become.

That’s first-class service - one client at a time.


© 2017 January Financial, Laguna Niguel, CA