Welcome!
If you are you looking for a financial advisor who can demonstrate a sincere effort to provide genuine professional service with:
- No account minimums
- No conflicts of interest
- No hidden fees - absolutely no commissions
… you have come to the right place.
Choosing a financial planner is a difficult decision, one that is often put off until a life-altering event forces you to take action.
South County Financial Planning is dedicated to working with clients of all income levels and stages of life on an hourly, as needed basis. As a Fee-Only planner with no minimum requirements, clients and prospects can rest assured that conflicts of interest have been eliminated. We are solely compensated by our clients’ fees and do not receive any third party payments or commissions. This allows us to place our client’s interests ahead of our own.
Our mission is to assist our clients in coordinating their finances with their life goals. We accomplish this through carefully listening. Over the years, we have found that not everyone can afford to have a Comprehensive Financial Plan prepared for them. In these cases, we objectively help our clients identify what their most pressing needs are, prioritize those needs and attend to the most pressing first. As the client relationship continues, remaining issues are tackled including new issues that may arise.
If you are ready to take the driver’s seat and put your financial life in order, let’s get acquainted. Please call (949) 240-6125 to start your journey toward financial peace of mind.
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