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  • START HERE

  • We understand the challenge of finding the right financial professional to provide the advice you need

    We appreciate the uncertainty of knowing what to expect: the process, the benefits, the cost

    Entering into an advisory relationship IS an important decision that has significant lifelong implications

    For this reason, we offer a no-charge, no-obligation, and no-pressure introductory consultation

  • HOW IT WORKS

    What to expect after scheduling an Introductory Consultation

    1

    Introductory

    Consultation

    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.

    2

    Written

    Proposal

    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.

    3

    You

    Decide

    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.

  • GETTING STARTED

    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.

     

  • SCHEDULE YOUR INTRODUCTORY CONSULTATION

    CLICK HERE TO SCHEDULE
  • NOT QUITE READY TO SCHEDULE AN APPOINTMENT? THAT'S OK!

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About

Why Choose Us

Real Fiduciary

Our Team

Pricing

Giving Back

Resources

Client Login

Risk Questionnaire

Transfer Files

Video Library

Blog

Contact

Schedule Appointment

877-389-5373

2130 Main Street, Suite B

Red Bluff, CA 96080

© 2005-2023 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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