Ford & Associates / Financial Advisor in Mountain View, California

Ford & Associates is a RIA ( Registered Investment Advisor ) specializing in Fee Only comprehensive Financial Advice and Investment Counsel. We have been in this business for over 31 years and a RIA since 1982. We advise on all areas of Financial planning; Articulation of one's financial goals; Income tax planning and strategies; Cost effective Insurance coverage; Estate planning analysis and coordination; and Investment portfolio structuring. We advise on budgeting and Retirement Planning. Our Investment advice includes Stocks, Bonds, ETFs, Mutual Funds, REITS, International Securities, Cash Equivalents and more. We have $60,000,000 under management with 30+ clients. Our strength is our Goals Ananysis, and our thoughtful, comprehensive approach to helping our clients reach their goals through the least risky manner possible.

Specialties

401K Consulting 403B Plans Annuities & Life Insurance Asset Protection Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds Debt Management Divorce Planning Estate Planning Family Financial Planning Fee Only Income Tax Planning Independent Investment Advisor Investment Consulting Investment Services IRA MBA Middle Income Mutual Funds NAPFA Member Passive Investment Strategies Professional Wealth Management Retirement Distribution Plan Retirement Planning Socially Responsible Investments Stocks Sustainability Wealth Management Wealth Management And Acquisition Of Goals. Women's Issues Young Investors
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