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Eric C. Furstner, CFP®

The Furstner Group Inc.

2121 N California Blvd
Ste 395
Walnut Creek, CA 94596-7345
Phone: (925) 979-2305
Fax: (925) 943-3125

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Household Income Minimum: $50,000
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care
  • Medical & Health Issues

 

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.