We help everyday people establish and pursue their financial savings and retirement goals. Our ideal client is a diligent saver who would prefer to delegate the task of Financial Planning to a Professional. CFP(R) certification is recognized as the highest standard in personal financial planning. We choose to call ourselves Financial Planners because we do so much more than Wealth Management.
Many will only have one Financial Planner in their lifetime, whether you choose a wire house type firm, or an Independent, Certified Financial Planner, it is the individual relationship you are choosing. Choosing to work with us gives you unlimited access to your Financial Advisor, no assistants, no teams to be delegated to.
Many will only have one Financial Planner in their lifetime, whether you choose a wire house type firm, or an Independent, Certified Financial Planner, it is the individual relationship you are choosing. Choosing to work with us gives you unlimited access to your Financial Advisor, no assistants, no teams to be delegated to.
Services
When I left the Navy, I was searching for a career that I could be an entrepreneur with the required element of serving others. A friend introduced me to Financial Planning, which combined my love of all things math with working with. Susan Haines Lopez has a Bachelor of Arts in Mass Communications from Cal State Fullerton with an Emphasis in Advertising.
Our mission is to help clients establish and pursue their financial savings and retirement goals. We endeavor to be a financial resource and partner. We help you understand both the risks and the opportunities in investing so that you have the best chance of reaching your financial goals. Delegate the things in life you don't like to do so you can spend time enjoying the things that you do.
All our clients start at the same place with an initial meeting where we see if we want to work together. This can be held in person, over the phone or on ZOOM, or via Facetime. David's hourly rate is $275, but the first meeting, in person or over the phone is free. At this meeting we determine how long it will take to complete your Plan and quote you the fee.
Royal Alliance is an independent wealth management firm that provides me with back office, technology, regulatory and operational support. Thanks to my association with the firm, I can offer you access to thousands of diverse financial strategies. Royal Alliance is not in the business of creating and marketing their own investment products-their only "products" are service and support.
If we decide to work together we will provide you with a list of items to bring in. To create a comprehensive and flexible plan, we need more than just investment account statements. Mortgage statements, tax returns and upcoming life events are all taken into consideration.
At this meeting, we confirm the gathered data, discuss your financial goals, and perform a Risk Analysis Questionnaire to help us ensure your assets have the best potential gain given your comfort level.Once data is collected, it is entered into sophisticated financial planning software which creates several scenarios to allow you to see the potential impact of your decisions.
At this meeting, we confirm the gathered data, discuss your financial goals, and perform a Risk Analysis Questionnaire to help us ensure your assets have the best potential gain given your comfort level.Once data is collected, it is entered into sophisticated financial planning software which creates several scenarios to allow you to see the potential impact of your decisions.
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