Financial Growth Management, Inc.
Financial Advisor in Orange County, CA

Financial Advisor Villa Park

Peace of mind

 

We know that finding the best financial advisor for you in Villa Park, CA can be a complicated and overwhelming process. We want to make this as simple as possible.

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We promise to put your interests first.

We have no products to sell. The only thing we offer is our expertise. We have a fiduciary responsibility to all of our clients. As a fiduciary financial advisor we make no compromises when it comes to putting your interests first. As part of our commitment to this relationship, we are a fee-only financial advisor. This means that we do not earn commissions on any investment product.

Moreover, since we are an independent registered investment advisor firm, we are not restricted to using investments from one company. We can craft your portfolio using whichever security is most suitable for you and your situation. Your goals are our priority, and we give advice that starts with you.

 
 
 

Why should I hire Financial Growth Management?

Let's begin with reasons why you should not hire us. If you are looking for a financial advisor in Villa Park, CA who will trade stocks and other securities in an attempt to beat the market by 10% per year, every year, we would not be a good fit for you.

If, however, you want to invest your savings with a registered investment advisor firm that has been around since 1986, and who uses time-tested strategies to provide current income, seek capital appreciation, and protect against downside risk, you may find our approach to be a good fit.

How do I know if we would be a good match?

Perhaps you already have a financial advisor in Villa Park, CA, but you would like a second opinion. Or perhaps life is getting complicated, and you want an expert to manage your investments so you can focus on what matters in life.

The best way to see if we would be a good fit is to schedule a free 20 minute phone call with Jason, our Senior Vice President. This is simply an opportunity for us to learn why you want to hire an investment advisor and what your investing goals might be. There will be no sales pitches, no pressure, no obligation.

 

What services do I receive?

Investment Management Our dedicated team will manage your investments in a manner that is appropriate for your investment goals with a level of risk that is comfortable to you. Whether it is a retirement account, a 401(k) account, an individual account, or a trust account, we have the expertise to create a custom portfolio and manage it to help you meet your goals and objectives. Our fee-only, non-product focused approach allows us to keep you at the center of the decision-making process and keep your interests first.

What do you charge?

Investment Management Fees are based on a percentage of the assets we manage for you: 0.5% per quarter.

What is the process?

Let's Talk We want you to be sure that we are the best financial advisor for your needs. A great way to do this is to spend about 20 minutes on the phone or via video conferencing or in our office in Villa Park, CA. You can tell us what you are looking for; we can tell you a bit about us; you can decide if you want to move forward. No pressure.

Let's Meet If you are ready to dive in a bit deeper, we will meet for about an hour at our office Villa Park, CA or via video conferencing and walk through your current financial planning situation. We will talk about your current financial resources, your financial planning goals, your comfort with risk, and anything else on your mind. The meeting is complimentary. Again, you decide if we are a good fit for you.

Let's Make a Plan After our initial meeting, we will send you a summary of what we discussed, and will include a action items to get you started. If you are ready to partner with us, we will begin putting together your financial plan. As needed, we can coordinate with your CPA, attorney, and insurance specialist.

Let's Make it Happen Once you are comfortable with the financial plan, we will move forward with implementing your financial plan. It could include investment management, retirement planning, 401k planning, or wealth management.

Let's Stay on Track You can decide how often you want to meet with us on an ongoing basis to review your plan. For our part, we will monitor your portfolio on a daily basis and keep you informed of changes that need to be made.

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