California Financial Works

Wealth Management Services

 

Welcome to California Financial Works

We appreciate your interest and hope you will give us the opportunity to help you achieve your financial goals. 

Our Mission Statement

California Financial Works is dedicated to providing quality financial planning and wealth management through the highest level of professional experience, service and some of the finest products available. We have a successful partnership with our clients and staff and comprehensive product resources.

Our Guiding Principles

Honesty, Capability, Responsibility, Service and Compassion

 

Registered Representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor, 1801 South Excise Avenue, Suite 116, Ontario, CA  91761, 909-390-0809, Insurance Representative of American United Life Insurance Company® (AUL) and other insurance companies.  California Financial Works is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor. 

Suzonne Slaughter is licensed and authorized to conduct life insurance business and securities related business in Arizona, California, Idaho, Nevada, Oregon, Texas, Utah and Washington.  This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →