Now more than ever, financial planning is important, but it is especially critical for those in retirement, or approaching retirement.
Please call or email us to set up an appointment to discuss how we can help to address your personal situation.
Our firm provides financial planning and investment management services. As a NAPFA member, we use the "fee-only" model, and act in a fiduciary capacity - we are paid only by the client, and put the client’s interests first. Accordingly, we do not receive any commissions or referral fees, and we do not sell any financial products. For more information on the fiduciary difference, please see the example of NAPFA’s Fiduciary Oath (www.napfa.org/about/fiduciaryoath.asp).
Our clients include individuals and couples that are retired or approaching retirement. Many are professionals, educators, widows, and small business owners that seek a long-term relationship with their financial advisor. Most of our clients have accumulated substantial assets for their current or pending retirement. They are conservative to moderate risk-takers, who are more concerned about preserving their assets and achieving their life goals than beating the market or boasting about an investment’s performance with friends and family.
Our goal is to provide sound and objective financial advice to each of our clients, specifically to help clients identify and achieve their retirement related goals. We will act as fiduciaries and conduct our business with honesty and integrity.
Prospective clients are offered a free initial consultation to determine if their needs and our expertise are a good match. To set up an appointment, please call us at (626)301-9266.