WHY CHOOSE US?
Not all financial planners are alike
TRUE OBJECTIVITY
Advice-only fiduciaries
Working for you exclusively as a fee-only fiduciary, our judgement or advice is never clouded by sales or incentives and you never have to worry about conflicts of interest.
No commissions and no hidden fees. The only compensation we receive comes directly from you.
Period.TRUE INDEPENDENCE
We work for you
We're not affiliated with any bank, brokerage, or insurance company.
Our true independence allows us to seek the very best solutions for you and our objectivity is never compromised by the influence or constraints of some parent or affiliate company.
TRUE EXPERTISE
Seasoned guidance can lead to better results
Our knowledge comes from expert accreditations and ongoing education.
Our wisdom comes from 30+ years of experience helping people to achieve their most important life goals.
We've earned high levels of achievement for financial planners including the following credentials:
Certified Financial Planner™
Certified Retirement Counselor®
Chartered Retirement Plans Specialist®
Chartered Federal Employee Benefit Consultant℠
TRUE ACCESSIBILITY
Help whenever you are
We use some of the most advanced technology available today to help you make informed decisions about your financial situation.
Whether you are local or thousands of miles away, we can collaborate to provide the guidance and support you need and advance your financial objectives.
TRUE VALUE
Peace of mind plus
The cost of our services is often offset by potential tax savings, interest savings, cost reduction, maximizing benefits, and many other ways.
We can save you time, increase efficiency, and help to enhance your entire financial life to achieve your vision of success and provide peace of mind.
TRUE TAILORING
Planning and advice on your terms
Our advisory services and fee are custom-tailored to your needs and objectives.
We don't have asset minimums or even require investment holdings for us to help you.
We seek to empower you to take control of your life by providing meaningful guidance and support on your terms.
TRUE TAX FOCUS
Ongoing advice and strategies to keep more in your pocket
Nearly every financial decision one makes has tax ramifications. Minimizing unnecessary taxes is a big part of our role.
We keep current with changing tax laws so we can provide proactive, year-round tax advice related to your financial situation - not just damage control when it's time to submit your tax return.
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. During the consultation, you will meet with a Certified Financial Planner™ professional to discuss what's important to you. If we're in a position to help you and we're a good fit, we'll provide you with a written proposal that outlines how we will help you and what to expect. And because we're fee-only fiduciary advisors, you can be assured that you will receive real advice and planning, never a sales pitch.
© 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.
