If you are looking for independent and objective advice, then this may be the place for you. There are no minimum account sizes that some financial planners require. Just advice. Since I am an independent financial advisor without the pressure to sell proprietary products, I can focus the financial planning process on you. Whether you are looking for assistance with retirement planning, college funding, providing income, investment advice, a second opinion – even creating a budget or managing debt, I can help.
How am I different? I do not accept commissions.
Services are provided on an hourly, fee-only basis to help you achieve your goals. You can take as much or as little time as you need to address just one specific concern or several. The process starts with a free Get Acquainted meeting. During this meeting, we will discuss your situation and define the scope of an engagement. Once this is accomplished, I will prepare a personalized financial plan. A second meeting would be arranged to present the plan, answer any questions you might have and discuss how the plan can be implemented. Implementation of the plan is very important because it moves you that much closer to your goals. However, implementation is up to you. You can choose to do it on your own or I can assist you.
Please browse the rest of my website. Then feel free to contact me to set up a free, no obligation, Get Acquainted meeting to start working towards your financial goals!
Greg S. Porter, CFP® is a California Registered Investment Advisor