1700 South El Camino Real,
Get organized and set a foundation for your future with a financial blueprint and snapshot. Access to your own planning website and tools.
Everyone has to start somewhere, and the Hands-Off Planning Package's aim is to provide you with the best financial tools to get started.
This cost-effective option is designed for beginners with a limited budget that want to take control of their finances. You will receive an initial assessment from one of our Financial Advisors, a financial blueprint, access to our educational financial resources, and eMoney online access.
An excellent tool that allows you to manage your entire financial picture within your own personal financial portal.
Use your eMoney portal to track your assets and liabilities, create a budget, set up alerts for transactions and balance changes, run your own "what if" scenarios, and more.
When applying for Social Security, there are a lot of regulations that are difficult to follow or understand. We use an advanced software, Social Security Pro, to help you maximize and estimate what you should be receiving through your Social Security payments. Simply answer a few basic questions, or send us your current Social Security statements, and we can help you answer the following common questions surrounding Social Security.
Additional $50 One-Time Fee
Concerned about the high cost of attending college? If you plan to play a role in funding your child’s college education, we can provide you a report that addresses scholarship and merit award options, saving strategies, financial aid eligibility, and an overview snapshot on a specific school including (but not limited to) cost of attendance and graduation and acceptance rates.
Additional $250 One-Time Fee