Estate Resource Group
Financial Services - San Diego, California, United States
Estate Resource Group Employees
Estate Resource Group Senior Management
Estate Resource Group Details
We approach our client's situations from a unique perspective. We have learned what our clients want (and don't want) in a client-adviser relationship. First to be understood, and just as important, a customized plan that speaks to their unique situation. We succeed by developing the best possible planning outcomes for our clients – through highly specialized, effective planning they are most comfortable with, providing the best chance of long term success.While developing a customized financial program, we walk our clients through a step-by-step process that will help make them feel confident in their decisions.We charge our clients a flat fee for our process, with a money back guarantee. Our clients can relax and take the time necessary to become comfortable with the concepts they need to understand and ultimately implement.
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