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Aaron C. Schmoekel, CFP®

Schmoekel Wealth Management

602 Court St
Ste 2
Woodland, CA 95695
Phone: (530) 668-8323
Fax: (530) 668-5943

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care

 

How Planner Charges

Considerations: We are fee only for investments and hourly consultations

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