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Rebecca Crandall, CFP®

Polaris Financial Services, Inc.

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

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

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Career Change
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Getting Married
  • Mutual Funds
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Men's Finances
  • Nontraditional Households
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

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

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