I help individuals, families, and business owners who are building towards a work-optional lifestyle. By working side-by-side together with you, we will develop a plan that will help you achieve your dream of financial independence. Whether your dream is to retire as soon as possible, step away from running your business, or just having the knowledge that you can quit your job and be "OK" financially, I can help. Within our practice we have a division that focuses on the specific - often complex and unique needs of successful business owners that include - lending, risk management, exit and transition planning. Our team's experience working with privately held business owners has contributed to our ability to help our business owner clients develop a comprehensive plan to reach their goals. Helping you achieve your financial goals and dreams is my passion. When you have less stress about your finances you can focus more time on the things and people that matter most to you. Using a process, refined over a decade, I provide you with targeted, customized financial advice and wealth management delivered with the highest level of personal service and professional integrity. Away from the office I enjoy nothing more than spending time with my family and friends. In the summer, I spend most of my time near the beach, on the golf course, or traveling abroad. During the winter months, you will find me snowboarding the local mountains or with friends in Colorado. I also enjoy playing guitar, photography, and living in the city of Cypress. I am fluent in English & Spanish. Some of the services I provide: Addressing Financial Life Events Business & Individual Retirement Planning Business Owner Planning Develop a Plan to Help Reach Your Financial Goals Organizing Retirement Accounts Wealth Management Strategies Contact via: LinkedIn Messaging | 310-265-2329 | tom.mayea@ml.com | www.fa.ml.com/tom-mayea