Resultsbee.com

Serving Your Area,Los Angeles,CA

I offer Fee-Only Personal Financial Planning Services for middle income clients. Fee only means that I do not sell any products and I do not have any conflicts of interest between what I recommend and making money from those recommendations. I do not collect any commissions. I personally assist all of my clients. My office is in my home and is casual and family friendly. My fees are moderate and I offer weekday, weeknight and Saturday appointments. I am open year round. Many of my clients are young professionals who want to plan their savings, how to buy their first house and how to balance saving for their retirement versus saving for their first house. Other clients are people who have gotten themselves hemmed in with credit card debt. I work out budget plans to get them out of debt and to help them get control of their money. And other clients are middle aged people or people near retirement who want to make sure they are making the right choices for a secure retirement. Many h ave used stock brokers in the past and felt that they did not get adequate attention or that their accounts were "churned". I give reasonable advice emphasizing no-Load mutual funds or a mix of mutual funds with the stock you may already hold. * By Appointment Mon - Sat ASSOCIATION Certified Financial Planner (C.F.P.) For 25 Years Registered California Income Tax Preparer For 20 Years Registered Investment Advisor For 15 Years-M.B.A. In Finance And Marketing UCLA-Multiple Courses In Real Estate And Personal Financial Planning From UCLA Extension And The College Of Financial Planning, Denver, Colorado 10 Years In Government Service As A City Planner, Government Grants Program Manager, Alternative Energy Program Planner 5 Years In Real Estate Financial Analysis 20+ Years In Personal Financial Planning And Tax Preparation

(131) 028 - 7209

Serving Your Area,Los Angeles,CA

I offer Fee-Only Personal Financial Planning Services for middle income clients. Fee only means that I do not sell any products and I do not have any conflicts of interest between what I recommend and making money from those recommendations. I do not collect any commissions. I personally assist all of my clients. My office is in my home and is casual and family friendly. My fees are moderate and I offer weekday, weeknight and Saturday appointments. I am open year round. Many of my clients are young professionals who want to plan their savings, how to buy their first house and how to balance saving for their retirement versus saving for their first house. Other clients are people who have gotten themselves hemmed in with credit card debt. I work out budget plans to get them out of debt and to help them get control of their money. And other clients are middle aged people or people near retirement who want to make sure they are making the right choices for a secure retirement. Many h ave used stock brokers in the past and felt that they did not get adequate attention or that their accounts were "churned". I give reasonable advice emphasizing no-Load mutual funds or a mix of mutual funds with the stock you may already hold. * By Appointment Mon - Sat ASSOCIATION Certified Financial Planner (C.F.P.) For 25 Years Registered California Income Tax Preparer For 20 Years Registered Investment Advisor For 15 Years-M.B.A. In Finance And Marketing UCLA-Multiple Courses In Real Estate And Personal Financial Planning From UCLA Extension And The College Of Financial Planning, Denver, Colorado 10 Years In Government Service As A City Planner, Government Grants Program Manager, Alternative Energy Program Planner 5 Years In Real Estate Financial Analysis 20+ Years In Personal Financial Planning And Tax Preparation

(131) 028 - 7209

13555 Fiji Way,Marina del Rey,CA

Marina del Rey is a seaside community located in the center of Los Angeles with scenic views. The ideal year-round temperatures make this coastal city a place for outdoor recreation. Marina del Rey is noted for dining with a view, nighttime entertainment, and seaside parks. The BoatYard provides slips for 20 to 80 with free haul-out and launch at The BoatYard after one year of tenancy. There is ample parking near the slips. With an array of services such as haul-outs, painting and finishing, fiberglass and woodworking, engine, mechanical, and electrical work, The BoatYard is equipped to handle all marine needs and provides the following amenities: 30 and 50 amp power, secure gates with card key access, dock carts, laundry room, and ADA ramps. With a large team of experienced brokers at our Marina del Rey location, Denison is here to help assist in meeting any and all needs, whether its brokerage services, a slip, maintenance, local attractions, restaurants, or just a helpful hand! If youre planning on purchasing a yacht, your licensed Denison Yacht Sales broker pledges to take the time to help you find the right boat. Your yacht broker can explain the entire process from making an offer to sea trial and haul-out/survey. Vessel transactions are large financial investments. An experienced, licensed, and bonded Denison broker can help you avoid potential pitfalls while securing the best possible terms for your yachts sale. Many of Denisons yacht brokers have walked in your shoes. As people that have purchased a boat or yacht themselves, they understand what's important to you, before, during and after the closing of your boat. From assisting you with documentation and financing to guiding you through marine insurance, and maintenance, your Denison Yacht Sales broker is available to answer any question you have. We've been there. Looking to get away? Experience true freedom. Our charter team will design bespoke experiences with attention to every detail. Superyacht charter is a new world of incomparable luxury and a unique lifestyle. With access to over 1,000 yachts for charter in exclusive destinations, our charter division is able to fulfill unique desires.

(131) 082 - 1588