|
Our Services
Plans a la Carte is a member of Garrett Planning Network. GPN Members are a different type of financial planner -- a new breed of financial planner offering independent Hourly, As-Needed financial planning and advice on a Fee-Only basis.
- No commissions
- No sales pressure
- No third-party sales incentives
- No conflicts of interest regarding compensation
- No net worth or account minimums to meet
- No long-term contracts or assets-under-management required
Just independent, unbiased advice, billed in easy-to-understand 6-minute increments, on an Hourly, As-Needed basis (see the FAQ to learn how the fees you pay for financial planning and advice may be taken as a tax deduction).
Now you have "somewhere to go" when you need:
- One-time or ongoing advice
- A second opinion
- A financial check-up
- Specific advice on a financial concern
- Portfolio design and asset allocation
- One module or a complete financial plan
- Periodic reviews and plan updates
- Assistance with implementation, if you desire
- Ability to implement your advisor's advice on your own (perfect for do-it-yourselfers)
Your financial objectives may include:
- Ensuring retirement income
- Reducing the burden of taxes
- Minimizing the effects of inflation
- Creating and preserving personal wealth
- Maximizing wealth transfer
- Establishing charitable legacies
- Reducing the risk of financially devastating events
- Fostering peace of mind through proper planning today
To help you reach these important goals, our services include:
- Personal Financial Planning
- Retirement Planning Strategies
- Cash Flow Spending Plan
- College Funding Advice
- Stock Option Advice
- Lump Sum Distribution Advice
- Ongoing Asset Management
- Life and Disability Insurance Needs Analysis
- Second Opinion on Investments or Current Financial Plan
- Financial Seminars for Military, Church and Civic Groups
- Corporate Employee Financial Education — Seminars on 401(k)s, Employee Benefits, etc.
OUR MISSION
 Our mission is simple: We are committed to providing timely, unbiased advice to people from all walks of life. Through the advantages of professional, Fee-Only planning, we seek to empower our clients to make the best financial decisions possible. As staunch consumer advocates and Fee-Only client fiduciaries, we continue to demonstrate our commitment to serving the public's best interests.
To see how our meetings go, please read Seven Steps To Building A Brighter Financial Future. To schedule your complimentary, no-obligation Get Acquainted Meeting, click the Contact button on this site, or call (818) 291-6360.
Remember, you don't have to have a fortune to start building one. Today is always the best day to get started! Why not get started today?
We make sick money well.
Back to top
©2003 Plans a la Carte. All rights reserved
| 
