California Financial Partners Financial Advisors Glendale, CA

Components of a Financial Plan

The chart above shows how the four components of a financial plan are inter-related. The estate portion deals with the preservation of one’s family assets, whereby fringe benefits tends to focus on maximizing business assets. Advisors from the various disciplines working as a team will provide the client with the most effective and comprehensive financial plan.

See Also:

The CalFP Process
Total Wealth Management Solution Overview
Investment Vehicles
Fee Schedule

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California Financial Partners, Inc. is a fee-based comprehensive financial planning organization.
Securities and Advisory services offered through LPL Financial. A registered investment advisor.
Member FINRA & SIPC. The LPL Financial Registered Representatives associated with this site are currently
registered to discuss and/or transact securities business with residents of the following states:
AZ, CA, CO, DC, FL, ID, IL, IN, KY, LA, MD, NJ, NV, NY, OR, TX, UT.
If you are in a state other than those listed, we will acquire the
appropriate state license so that we may serve you.

California Financial Partners, Inc. 505 N. Brand Blvd., Suite 1470 Glendale, California 91203
Tel: 818-550-9955 Web: www.calfp.com

Last updated Monday, February 01, 2010