MOOLAH MATTERS
Why follow the herd?
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Entering into an advisory relationship is an important decision that has significant lifelong implications.
For this reason, we offer a no-charge, no-obligation introductory consultation. Unlike most advisory firms, we won’t ask you about the size of your investment portfolio, your net worth, or any financial statements before or during this meeting. Instead, we want to get to know you—your goals, objectives, and concerns. We also want you to get to know us, understand what we do, how we do it, and how we've helped others in similiar situations.
In this meeting, you'll sit down with a Certified Financial Planner™ professional to talk about what truly matters to you. If we’re a good fit and can help, we'll provide a clear, written proposal explaining how we’ll work together and what you can expect. As fee-only fiduciary advisors, you can be assured you'll receive real advice and planning, never a sales pitch.
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Etzler Financial Advisors, LLC (“EFA”) is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by EFA in the rendering of personalized advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable exemption.