12100 Wilshire Blvd,
Los Angeles, CA 90025
(310) 806-9454

Do I need to have a lot of money to work with you?

There isn’t a minimum asset requirement for getting services from our financial planning advisors. For a reasonable fee, we can create a financial plan, which would be designed by seasoned financial planners to get you out of debt, start saving for a goal, or provide a second opinion on your 401K options. As you can see, these examples do not require a minimum asset threshold.