History
Our planners are passionate about teaching and believe that continued education is the key to empowering our clients. We hold relevant seminars on a regular basis so we can make sound decisions together. We teach these classes so our clients understand our key philosophies and are aware of the many law changes. We cover five main areas of proficiency in our financial planning classes and combine the many different areas of your financial life into one important big picture.
Specialties
Education. Comprehensive financial planning. Excellent service. We take great care to understand our clients' lifestyles, wishes, goals and family dynamics. After we develop a thorough understanding, we construct a detailed plan that is specific to our clients' wealth management and life goals. We offer: 1. Retirement planning 2. Tax planning 3. Investment planning 4. Estate planning 5. Insurance planning FAN pledges to work in our clients' best interest at all times. We believe in transparent relationships and are committed to providing our clients' with a fiduciary service. Our mission is to care for retirees, pre-retirees and business owners through education, comprehensive financial planning and excellent service. Helping people is our passion and it is our desire to help our clients and their families to pursue their financial goals. -- Financial Advisors Network, Inc. is a registered investment advisory firm.