At Etzler Financial Advisors, “financial planning” means defining, designing, and refining the path that allows you to achieve your aspirations - both now and in the future. It is an ongoing approach that evolves as your needs and desires change. It is more than investing, minimizing taxes, and saving for retirement, although that is part of what we do.
Creating your unique path entails a mosaic of inputs and choices that we adjust together over time. This approach recognizes that your priorities and circumstances change and that there will be inevitable roadblocks that arise that may require re-routing your path. Ultimately, the goal is always to lead you to the financial independence that enables you to live the life you choose.
Full Scope Planning
This is our most cost efficient option to generate a full plan. Under this engagement, we’ll help you to gather your data. Then, we’ll clarify your life and financial goals and develop a clearly written plan that is personalized to you. Before turning the plan over to you, we’ll review all our recommendations in detail.
Ad Hoc Planning
If you want a more limited scope option, then this might be right for you. Our Ad Hoc planning typically results in an open-ended meeting where you bring us your information and ask us various questions. We answer your questions as best as possible without doing any detailed analysis or reporting.
Your investment philosophy should be grounded in academic research and financial science. Our team will build you an investment portfolio that aims to give you the highest probability of achieving your goals with the least amount of risk.
Monitoring & Adjusting
Keeping your investment plan on target may be the most challenging part. We'll take a systematic approach together to make sure you stay on track through the ups and downs of the market and the changes in your life.
Why Choose Us
Matthew R. Etzler
2130 Main Street, Suite B
Red Bluff, CA 96080
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