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Complimentary Consultation

Schedule a complimentary, no-obligation Retirement Fingerprint® review today!

Knowing your risk score can help you make appropriate investment choices.

Meet the Team

The advisors at BML Wealth Management have more than 30 years combined experience helping retirees and pre-retirees plan for retirement.

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What We Do

Our financial strategies and asset management services are tailored to help you meet your financial goals.

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Upcoming Events

View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

Calendar of Events

Orange County Financial Advisors

Retirement Planning & Private Wealth Management in CA

BML Wealth Management is an independent retirement planning firm in Irvine, CA that provides financial planning and wealth management for those at or nearing retirement. Being dually licensed in both Securities and Insurance enables us to provide the most comprehensive approach. Collectively, our advisors have been helping families throughout southern California for over two decades plan for retirement.

As fiduciary advisors, we are bound to work with the highest integrity and transparency, and to always put your needs above all else. As an independent advisory firm, we recommend the best strategies to help you achieve your retirement goals without forcing your investments into a one-size fits all portfolio. Most people have a portfolio but do not have a plan. That is where we come in.

Unlike many financial planners, we see retirement planning as a as a long-term relationship not a one-time event. We believe it’s critical to personally get to know each client – from their financial situation, to their health and lifestyle, to their dreams and goals for retirement. With that vital information, we begin the five-step Retirement Fingerprint® process.

Retirement Fingerprint® is a customized written plan designed to help get you to and through retirement by focusing on five key areas of your financial life including:

Once we develop your plan, we will not stop there. Now begins the journey. We will be there to help you implement and manage your plan every step of the way for the rest of your life.

We invite you to come in for a complimentary consultation to discuss putting together your Retirement Fingerprint®.

Retirement Kit

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Investment Advisory services offered through Cooper Financial Group, an SEC Registered Investment Advisory firm. California Insurance License # 0E50344 & # 0B66858. BML Wealth Management & Cooper Financial Group are not affiliated with any entity listed below.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

All complimentary white papers and reports are provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.