Home | Channel Islands Group Ventura County

01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

Your Plan

Financial planning for everyone at any time Achieve Sustain Prospser Succeed Reach higher Grow body I mind I spirit Getting started There may be times when you may not have much money—but an abundance of time. That is is incredibly valuable. Take the time to understand the importance of living...

Retirement Planning Services

Saving for retirement The key to saving for retirement is taking it at a pace that is right for you. Stay focused on your long-term goals. Our guidance will help you understand the fundamentals of saving, prioritizing your goals and give you tools on how to manage your debt. Calculate the savings...

Estate Planning

Estate Planning - Generation Forward Estate plans: not only about money. When a parent gets sick It can be stressful, especially if they need to be hospitalized for an extended period of time. This becomes more challenging if their situation becomes critical and are unable to voice their healthcare...

Business Planning

It's your business to know Plan to Prosper Call (805)-652-6944 Crafting Retirement benefit Packages for Business Your 401(k) plan is one of the most important employee benefits a company can offer. Channel Islands Group offers comprehensive consulting services, investment expertise and extensive...