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Peggy S. Cabaniss, CFP®

HC Financial Advisors, Inc.

3685 Mt Diablo Blvd
Ste 200
Lafayette, CA 94549
Phone: (925) 299-1800
Fax: (925) 299-1812

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Household Income Minimum: $0
Investable Asset Minimum: $750,000

Specialties
  • Attending College
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Buying a Home
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Starting a Family
  • Sudden Wealth
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

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