I offer fee-only personal financial planning services for middle-income clients. Fee-only means that I do not sell any products and I do not have any conflicts of interest between what I recommend and making money from those recommendations. I do not collect any commissions. I personally assist all of my clients. My office is in my home, it's casual and family friendly. My fees are moderate and I offer weekday, weeknight and Saturday appointments. I am open year round.
Many of my clients are young professionals who want to know how to plan their savings, how to buy their first house and how to balance savings for their retirement versus saving for their first home.
Other clients are people who have gotten themselves hemmed in with credit card debt. I work out budget plans to get them out of debt and to help them get control of their money.
I also have other clients who are middle-aged people or people near retirement who want to make sure they are making the right choices for a secure retirement. Many have used stockbrokers in the past and felt that they did not get adequate attention or that their accounts were "churned." I give reasonable advice, emphasizing no-load mutual funds or a mix of mutual funds with the stock you may already hold.
Contact me today to set up an appointment to get your finances on track!
Call Us Today At ♦ (310) 287-2095
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