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Your Local Santa Cruz Financial Advisor
As fiduciary planners, we always put you first.
We're an independent, fee-only fiduciary planning firm located in Santa Cruz, CA.
No sales pressure. No hidden fees. Just honest advice.
Meet our team, let us answer your questions, and find out how we can help you live the best life possible with the money you have.
As comprehensive financial planners, we handle everything in your life with a dollar sign.
If you have a money question, all you have to do is pick up the phone and we'll be there to help you out. Here are some of the services we provide for our retainer clients:
Saving You Money on Taxes
Getting Ready for Retirement
Managing Your Investments
Avoiding Big Mistakes
Looking Ahead to the Future
Ready to get started? Let us know what you need help with:
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