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Margaret M. Daly, CFP®, CPA

Polaris Financial Services

300 Tamal Plz
Ste 175
Corte Madera, CA 94925-1164
Phone: (415) 927-0722
Fax: (415) 927-4747

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Career Change
  • Business Taxes
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Getting Divorced
  • Getting Married
  • Mutual Funds
  • Real Estate
  • Insurance
  • Job Loss
  • Retirement
  • Life Planning
  • Long-term Care
  • Starting a Family
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

Considerations: No minimum level of assets. Annual fee includes preparation of individual income tax returns.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.