Fee-Based Money Management by your Financial Advisors in Pasadena
As financial planners and advisors, we review your current plan (having a plan in our view is a plan for success) and offer a Plan B Road Map to achieve your optimum goals. Whether your goal is saving for college, a comfortable retirement or estate planning, a sensible and realistic financial plan from competent financial advisors is essential.
As financial advisors, we will employ an investment plan funded with the most suitable and economically feasible instruments. We assist you in discovering your risk tolerance at which time a "risk budget" can be established, keeping the volatility within your pre-determined comfort zone.
You Choose The Level of Guidance That Works For You – Your Financial Advisors in Pasadena
We can take the complexities out of retirement and legacy planning. We believe everyone should have a PLAN B in every aspect of one's life.
Financial and Operational Principal's License (FINOP)
- We are your fully independent broker/dealer
- Martin acting as a FINOP
- We are allowed to own a broker/dealer (nobody in between you and us, Plan B)
- We are a fiduciary located in Pasadena
- The service of an independent advisor – I will work for you, not the firm