Financial Services - Ventura, California, United States
Helping with decisions about money. Financial Planning and investment management is our business. There are 6 key areas of financial planning: Risk Management, Cash Management, Investment Management, Retirement Planning, Tax Planning and Estate Planning. We have a process to help organize and prioritize where you're at financially to get you to a positive outcome. This is a relationship business, we are with you every step of the way. We do not accept or allow for commissions to be paid, our clients compensate us through a flat fee or advisory fee only. We work on a fiduciary basis in everything that we do.
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