• Retirement income planning

    I'm Rick Loek & can help you plan for retirement income

  • Medicare Planning

    I'm Mary Lee & I'll help you with your Insurance & Medicare

  • Income tax planning

    Planning for Income Taxes is a year-long commitment

  • Social Security Maximization

    Social Security Maximization There are 1000's of ways to file for benefits

  • Income For Life The #1 concern in life is running out of money

A Ben Franklin – in his words

“My way is to divide half a sheet of paper by a line into two columns; writing over the one Pro and over the other Con. Then during three or four days’ consideration, I put down under the different heads short hints of the different motives, that at different time occur to me, for or…

Master Mind Goal Setting

As I am working on my plan for riches and the universe aligns to support me with this… In speaking with a group member yesterday we discussed goals, not as such, but as having that check written out that you deposit in the future.  Much like Jim Carrey did years ago.  The discussion was about writing…

Master mind context

Master mind context

When I facilitate these master mind meetings I often lay a foundation for the meeting.  This past meeting we started by looking at the context for the meeting.  The master mind context must always be one of empowerment. We ended up with some eye-opening distinctions.  Take a look at this picture – what do you…

Master Mind group

When looking for ways to help my clients, I chose to embrace creating a mastermind group.  A mastermind group is where people, two or more, get together to review the issues people are facing.  In reviewing these needs we are able to collectively work out solutions. It is a truly magical process. Here is a…

AUTOSUGGESTION – the garden of the mind

Recall what has been said about the subconscious mind resembling a fertile garden spot, in which weeds will grow in abundance, if the seeds of more desirable crops are not sown therein.  AUTOSUGGESTION is the agency of control through which an individual may voluntarily feed his subconscious mind on thoughts of a creative nature, or,…

What not to do in business

Almost anything #comcast does is a lesson for what not to do.  Get this amazing interaction. http://www.huffingtonpost.com/2014/07/14/the-comcast-call-from-hell_n_5586476.html  What an amazing documented call of abuse.  I have said it before – the #comcastboard should resign. With rampant disregard for customers like this – the board members personal assets are at risk!  Personal assets as they are no…

Richard Loek

Executive Biography – Richard Loek Mr. Loek is an Investment Advisor Representative, a licensed Life and Health Insurance Agent and a member Ed Slott’s Master Elite IRA Advisor group.  Mr. Loek and his team at Onesta Wealth Management (Onesta) and Calrima Financial & Insurance Agency (Calrima) have been working with people in a variety of…

State of Mind Poem

“If you think you are beaten, you are, If you think you dare not, you don’t. If you like to win, but you think you can’t, It is almost certain you won’t. If you think you’ll lose, you’re lost, For out in the world we find, Success begins with a fellow’s will – It’s all…

One for the road

here we are testing a post