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Financial Planning

Your Best Interests First 100% of Time

As a fiduciary financial planner in Los Angeles, we are compensated only by our clients. We are legally sworn and obligated to always place our clients’ interests ahead of our own. There are no hidden fees, including commissions for product sales or referrals.

When working with Safe Landing Financial, you are working directly with a CFP® Professional. A CFP® Professional is required to pass personal financial planning education and a comprehensive exam, demonstrate experience, and adhere to ethical standards.

Having a financial plan and investment strategy that updates as life changes empowers you to maximize money throughout your life and a leave a legacy for those you care about.

Our best work is done for individuals and households planning their financial future, planning for retirement, or planning in retirement. Our clients focus their time and energy on what matters most to them and values appointing an expert for guidance.

Financial Planning Process

Working with a Los Angeles fee-only financial planner, here is what you can expect:

Initial Development of Financial Plan

Over the course of two to four meetings, an initial financial plan is developed. Each financial plan is customized to your unique situation.

Evaluating What-If Scenarios

Our financial plans illustrate long-term projections to better evaluate the outcomes of difference scenarios that impact you.

Actionable Next Steps

The financial plan offers guidance for how to best move forward by providing actionable next steps based on what’s most important to you.

Implementation of Your Plan

Investments Tailored to Your Financial Plan
Safe Landing Financial tailors investments to your goals and risk tolerance.
Advanced Planning to Keep You on Track
Proactive financial planning allows us to go in-depth for investments, retirement, tax, insurance, and estate planning as your life changes.
Coordinating With Your Team of Professionals
Working directly with your CPA, estate planning attorney and insurance agent ensures your actionable next steps are fulfilled.
Ongoing Advice and Guidance
Financial planning projections and actionable next steps are updated as your life changes or at least once a year.
Fee-only financial planner Los Angeles

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Why Working With a Fee-Only Financial Advisor Is Important

Why CERTIFIED FINANCIAL PLANNER™ Is Important (CFP® Professional)

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Approaching Retirement – Financial Planning for Retirement Case Study

At Retirement – Financial Planning During Retirement Case Study

The Simple Dollar: Six Times You Should Hire a Financial Planner (and Three Times You Shouldn’t)

Forbes: What Is A Financial Plan, And Why Every Adult Needs One

Vanguard: Putting a Value on Your Value: Quantifying Advisor’s Alpha

Other Services

Service Packages ✓ Financial Planning ✓ Retirement Planning ✓ Investment Management ✓ 
Social Security Optimization ✓ Tax Planning ✓ Insurance Planning ✓ Estate Planning ✓

FREE FINANCIAL PLANNING CONSULTATION

A complimentary 4-step process sharing how to minimize
taxes, optimize investments, and enjoy retirement on your terms.

This process is designed to help you evaluate our services
and make an informed choice for planning your financial future.

FREE CONSULTATION