About My Practice
A Unique Approach For Your Unique Financial Needs
Welcome! The Financial Team, Inc. (TFT) is the financial advisory firm best positioned to guide you to success in a challenging economic world!
As your family progresses through the various stages of your financial lives, you are faced with increasingly complex financial decisions. As a result, you may find yourself working with a number of individuals or companies who each serve one or two of your specific financial needs. Wouldn't it be nice to have one firm to count on for reliable solutions to all your financial concerns? One whose recommendations are based on a financial strategy designed just for you?
Founded on the philosophy of professional collaboration, TFT and your team of highly specialized experts will work with you to create and implement a comprehensive wealth plan. You gain access to financial advisors, accountants, investment specialists, estate planning attorneys, long term care experts, mortgage brokers and other professionals working together to solve your unique set of needs.
Experience
Over 25 years of experience with personal financial planning.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63
Insurance Licenses
Life insurance: CA, Health/disability insurance: CA, Fixed annuities: CA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - EA - Enrolled Agent
Broker-Dealer Affiliation
Rance King Securities
Considerations: Fees are based on planning work performed or amount of assets managed.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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