We specialize in helping mainly 2 types of clients although this does not mean we will not help you if you don’t fall into one of the following categories:
Retirees/pre-retirees within 10 years of retirement who want to retire with confidence.
Clients in their 20’s, 30’s or 40’s that may not be thinking about retirement, but have other goals that require planning from a long-term perspective and maximizing their income like buying a house, funding the kids college, managing large student loans while working in a high paying career, starting a business or simply taking more vacations now while staying on track for the future.
Why these two categories?
Simply, I’m looking to serve clients that would fit in the same demographic as my parents, or my siblings. I treat all my clients as family and give them advice as if I was sitting with a family member.
I’m the oldest of 6 brothers and sisters and grew up in a single parent household for most of my life.
When my mother went looking for financial advice many years ago, she was sold expensive and unnecessary insurance products versus receiving advice that would have set her up for an abundant future.
And when I was in my late 20’s, and was finally making a good salary with stock options, I couldn’t find anyone to help me that wasn’t trying to sell me a product.
I founded Keep It Simple Financial Planning to help people with fiduciary advice and guidance without my clients wondering if I was making a recommendation to earn a commission.
Company Details
- Founded
- -
- Address
- 333 City Blvd W,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Wealth Management, Comprehensive Financial Planning, Retirement Planning, Cash Flow Planning for Young Professionals.
- HQ
- Orange, California
- Competitors
- MOKAN WEALTH MANAGEMENT.
Keep It Simple Financial Planning Questions
Keep It Simple Financial Planning's website is https://keepitsimplefinancial.com
Keep It Simple Financial Planning's LinkedIn profile is https://www.linkedin.com/company/keepitsimplefinancial
Keep It Simple Financial Planning's industry is
Financial Services
Keep It Simple Financial Planning's top competitors are
Mokan Wealth Management.
Keep It Simple Financial Planning's categories are Financial Services
Keep It Simple Financial Planning's founding year is 2016
