Our Services
California Financial Partners is committed to putting quality service and objective advice first.
We offer clients financial services in a variety of areas:
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For preservation of wealth from generation to generation and help determine what trusts and/or other entities to utilize with appropriate trust provisions.
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Find the most tax-efficient way to either sell and/or transfer the business.
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Keep you informed of how your investments are performing and to make adjustments as needed.
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Professional fee-based portfolio management through Strategic Asset Management (SAM) and/or institutional managers.
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Determine the most tax advantaged plan for the client whether it be a defined contribution, defined benefit, profit sharing plan and/or a deferred compensation plan.
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Help reduce your tax liability and let more of your money work for you.
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CALFP can implement other financial products such as life and disability insurance, annuities, long-term care, and group health insurance. Beholden to no insurance company’s production requirements, CALFP can always provide competitive products that best fit the client’s needs.
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 seek to provide the client with the a disciplined and comprehensive financial plan.
Working on a fee-basis allows us to:
Customize an investment portfolio and estate plan that is designed to pursue your short and long-term objectives.
Provide simplified performance reporting which makes it easy for you to monitor your account.
Support you with ongoing professional advice, timely information about your account, and updates on the world’s financial markets.
Manage your portfolio and make investment changes (without commissions) as your objectives or the economic climate changes.
Whether you are looking for institutional portfolio management services, or a diversified fee-based account that includes no-load mutual funds, stocks and bonds, California Financial Partners can help.
