To become the standard of the financial industry by providing the best service to our clients. We do this by maintaining a solid infrastructure, a broad range of independent services for our wealth managers, and a daily commitment to training excellence.

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ACCOUNT RECEIVABLES MANAGEMENT SYSTEM (ARMS)

For Business Owners & Physicians
Transform a Non-Performing Asset Through Leverage & Diversification

 
 

ARMS is a management tool which was developed to help mitigate the potential risks associated with general litigation. Specifically, it is designed to address three common problems faced by business owners:

Protecting personal and corporate assets from creditors.

Leveraging non-productive receivables to secure supplemental retirement income and provide an estate benefit.

Reducing high personal income tax now and at retirement.

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Premium Financing
and Advance Concepts.

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Mission Statement


Establish a long term relationship with our clients, by identifying their personal and professional objectives in order to help them create a plan for success.
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Our Team

Jaime Diaz
Ronald Pullman
David Rincon

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Securities offered through National Securities Corporation. Member FINRA/SIPC.
Investment Advisory Services offered through National Asset Management, Inc. a Registered
Investment Adviser and wholly owned subsidiary of National Securities. Accounts carried by
National Financial Services LLC, a Fidelity Investments Company.