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Thank you for visiting our website.

Helping you achieve your goal of the good life for you and your family with less worry and greater ease, that is our commitment to you. Our philosophy of personalized service means, among other things, that your account will always be under a partner's personal supervision.

We hope you will find our website useful with resources such as -informative articles (in our Newsletter section) and -interactive financial calculators (in our Financial Tools section). - links to external Websites which we feel would be of interest to you (in our Internet Links section).

Online support is part of our dedication to superior client service and professional guidance.

Please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to all our valued clients.


Fred Kimmel and Lon Morse

Partners since 1976.

Beverly Hills
9454 Wilshire Boulevard, Suite 550
Beverly Hills, CA 90212
Phone: (310) 247-4949, extension 151
Fax: (310) 247-4939

San Fernando Valley
18823 Los Alimos Street
Porter Ranch, CA 91326
Phone: (818) 203-2765
Fax: (866) 532-9316

You can also send us a message directly through the contact page of this website.