Your Total Wealth Management Solution

Comprehensive Wealth Management Services including: Business Succession, Retirement Planning, Investment Planning, Tax & Financial Planning, Estate Planning, Business Agreements, Defined Contribution Plans, Asset Allocation, CPA/Attorney Referral Services, Trust Planning Design, Funding Agreements, Defined Benefit Plans, Diversification, Asset Protection, Insurance Evaluation, Stock Options, Executive Compensation, Risk Assessment, Cash Flow Analysis, GST Planning, ESOPS, Deferred Compensation, Tax Consequences, Insurance, Charitable Giving, Intergenerational, IRAs, Portfolio Strategies, Tax Sheltered Programs, Family Limited Partnerships.

See Also:

• The CalFP Process
• Components of a Financial Plan
• 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.

Copyright © 2009-2010 California Financial Partners, Inc.

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