One of the things that we have found at San Fernando Wealth Advisors is that most consumers do not realize what the difference is between a fee only financial planner and a fee-based company truly are. During the 12+ years that our company has been in business, we have found that many clients who seek out a financial advisor Irvine truly do not realize what the difference is either. We like to highlight to our customers that when a company delivers a fee only service like we do, that they are truly looking out for your best interests. In this case, we only make money when you do. Whether it is a fee paid when we invest or a percentage of what you make, you can be comfortable in the knowledge that we are not focused on receiving kickbacks from investments that pay us to push their products first. When you choose a fee-based company, you will definitely run into this situation.
Our company is always happy to sit down and discuss the differences in these type of investment models as well as just about any other type of investment vehicle that you might be looking to choose. All of our service agents are highly trained, certified, and licensed to help you work towards your financial goals when you make the smart decision to work with our company. Whether you want us to work with you on figuring out the best way to plan for your kid’s college tuition, or you want to plan out your estate for after your time on Earth is done, we are here for you. Our company knows how to help our clients plan for the full range of market conditions, and you will not be disappointed in the quality of service that we deliver on a daily, consistent basis. If you have any questions regarding how any of our investment vehicles work, please feel free to give our team a call today. We are always happy to answer your questions, and we will go out of our way to schedule a free consultation with you today. We look forward to your phone call.
In used to be that the only people in the United States who would make use of a certified financial planner were the wealthy.