Jackie Cfp's Contact Details

Jackie Cfp's Company Details

Guide My Finances

, California, United States • 1 - 10 Employees
Financial Services

We provide comprehensive full service financial planning at an hourly rate and asset management services. Our financial planning services include a wide range of areas customized to each client's individual needs. Areas of inquiry include: cash flow management, retirement savings plans, retirement distribution plans, tax analysis, stock option planning, restricted stock planning, employee stock plans, college savings planning, and asset allocation. We also provide divorce financial planning services designed to evaluate any current settlement offers, assist parties with financial settlement proposals, provide income available for support analysis, stock division, investment analysis and facilitating division of assets.Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. Additional advisory services offered through Guide My Finances. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Jaclyn Mazur CAInsurance Lic #0E49845.