Protecting Wealth Maximizing Profits

We make it easy for you to find the solution you need and more.

About Us

Cashflow First was established in 2007,  right at the begining of US economic crisis. It has evolved into a financial and insurance servicing firm – all in one location.

Our yearly growth has been attributed to our attentiveness to  the needs and demands of individuals, families and business owners so that they may protect their personal and professional interests. 

Our intention is to offer security and peace of mind during uncertain times. We prioritize clear communication, ensuring our clients understand our recommendations and their importance. 

Our Services

Let's find the plan that works for you

INSURANCE

House, Auto & Umbrella
Health & Medicare
General, Product & Professional Liabilities
Workers Compensation

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PROFESSIONAL

Merchant Credit Card Account
Payroll / PEO
Debt Settlement
Tax Settement

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COLLEGE PLANNING

Career Assessment
Application & Admission
Student Loans, Grant & Scholarship Guidance
Essays Review

ESTATE PLANNING

HIPAA Authorization
Medical & Financial POA
Last Will & Testatment
Revocable / Irrevocable / Special Needs Trust
Mobil Notary

Start your journey

Discover answers, insights, and the perfect product for your needs.

8185 E Kaiser Blvd. 

Anaheim, CA 92808