Fremont, California Financial Advisors Guide

We help you make smart choices with your money so that you can bridge the gap between where you are now and where you want to be. All services are provided on a fee only basis which means that we do not sell products for commissions. Call to schedule a complementary consultation.

... When your life savings are at stake, you need advice you can trust. You need a financial planner who is objective; someone who is paid only by you and is not told to sell you one product rather than another. You need a relationship with a firm that promises to put your interests first, a firm with proven experience and the right professional credentials. We are our client"s fiduciary. Our investment portfolios are primarily composed of Dimensional Fund Advisors (DFA) mutual funds.

... Comprehensive personal financial planning

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Eagle Hill Wealth Management 1350 Bollinger Canyon Road
Moraga, CA 94556-2742

... Comprehensive Wealth Managment including advice on savings programs, budgeting, investing/asset allocations, insurance, taxes, retirement planning, estate planning and charitable bequests. I charge a minimum fee of $2,000 a year(whether an individual or a couple). I am a fee-only planner. The investments tend to be no-load (no commission or sales charge) mutual funds when the client makes new investments.

... Fee-Only financial plan consulting services. We recommend no-load mutual funds only. We do not accept commisions, or kickbacks from other companies, and this allows us to work exclusively in the interests of clients. Free initial consultation available. Fixed One time fee of $1000-$2000 for comprehensive financial plan. Hourly fee based services also available for help needed on smaller part of the portfolio.

... We specialize in help professionals and young families plan for the road ahead. We encourage 529 plans for parents and retirement savings plans for all our clients.

... Phone: (415) 927-7871.

300 Tamal Plaza, Suite 180
Corte Madera, CA 94925

... Expert Portfolio management including: *Use of Institutional Funds with higher historical returns and lower risk than those available to the general public *Sophisticated implementation, monitoring and rebalancing to minimize taxes, manage risk and maximize returns *Expert portfolio design to provide you with high returns, appropriate risk and real peace of mind *Specific cashflow and retirement advice

... Financial Solutions offers Portfolio Management services and Investment Advisory services along with Financial Planning and Retirement Planning. A custom investment portfolio is created for each client.