The Advisory Group:
Navigating Your Financial Future

CONNECT

Address:

20955 Pathfinder Rd Ste 110
Diamond Bar, CA 91765

Phone:

909-869-7880

Fax/Other:

909-869-7680

Client Engagement

Most new clients seek an Initial Planning Engagement, where we explore your resources and dreams to map out a plan for you to quantify and reach your goals in a way that you can fits to your unique needs.  See Our Process for more on this.  Fees for this engagement will depend on the complexity of your situation.  Our initial meeting is always complementary – a chance for you to meet us and us to meet you -- to see if there is a fit for us to move forward together.

From there, we have found that our clients engage us for our services at three levels.  What engagement level works best for you will be determined by mutual agreement.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck