American Financial of California

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 exemplary 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, 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 S. Excise Ave., Suite 116, Ontario, CA  91761, (909) 390-0809. American Financial of California and California Financial Works are not affiliates of OneAmerica Securities. Such investments will fluctuate in value and are subject to investment risks including loss of principal.  Before proceeding, please be advised that at present Suzonne Slaughter holds FINRA securities series licenses 6, 7 and 63 to offer investment products with residents of California only. California Insurance License #0B42686.
Calculators

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.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →