During this one-hour meeting, we will discuss your financial goals, objectives, and concerns. It's important for us to understand what you want to accomplish, what's important to you, and what concerns you may have.
If we're in a position to help you and a good fit, we will offer to prepare a written proposal tailored to you and your situation. In plain english, we will outline what you can expect from working with us, our fee, and next steps.
You take whatever time you need to make your decision. You should determine if: 1) our approach meets your needs; 2) you have confidence that we can deliver the results you seek; and 3) the benefits outweigh the cost.
If you decide to move forward, we will be honored to work with you. We will reach out to set expectations for the process.
If you decide that we're not a good fit, for whatever reason, we will thank you for your consideration and wish you the best.
It's that simple.
Why Choose Us
Matthew R. Etzler
819 Jefferson Street
Red Bluff, CA 96080
© 2005-2022 Etzler Financial Advisors, LLC
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.
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Disclaimer of warranty and limitation of liability
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Use of links
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Choice of law
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