We help clients enjoy their money.

Managing your assets is a full time job. Precision Planning Financial Group allows you to focus on what you do best.    

Let us identify the blind spots, build your wealth, and help you create a legacy. Our team of experts follow a rigorous process beyond math, science, and data to create planning solutions that meet all your needs.

Let us identify the blind spots, build your wealth, and help you create a legacy. Our team of experts follow a rigorous process beyond math, science, and data to create planning solutions that meet all your needs.

Managing your assets is a full time job. Precision Planning Financial Group allows you to focus on what you do best.

“Our process will give you confidence in the solutions we implement.”

Planning Areas

Precision Planning Financial Group: Steering Your Holistic Financial Voyage with Unmatched Precision

In the vast ocean of financial possibilities, embarking on a journey toward comprehensive financial wellness can seem daunting. At Precision Planning Financial Group (PPFG), we understand the breadth and depth of this voyage. Our philosophy marries the precision of navigation with the holistic view of your financial ecosystem, ensuring a journey that is not only targeted, but encompasses all facets of your financial life.

Click on each area to learn more.

Financial Planning

Navigating Your Financial Seas with Holistic Precision

Retirement Planning

Setting the Coordinates for Your Dream Horizon

Investments

Charting a Course Through the Investment Waters

Risk Management

Your Compass in Uncharted Waters

Business Planning

Navigating Your Enterprise to Prosperous Shores

Equity Compensation Planning

Aligning Your Crew with Strategic Precision

Charitable Planning

Sailing Towards a Legacy of Impact

Estate & Tax Planning

Charting a Legacy with Holistic Insight

Why is Holistic Planning important?

Developing a precise financial plan means looking at every planning area and vulnerability to develop the right mix of solutions.

Watch the video on why this is an important concept.

Our Value Proposition

1.

Reliable Planning Approach

You can rely on financial planning to make decisions. Most people do not have a plan; they have an idea of what’s in place, but it’s disconnected.

2.

Investment Framework & Methodology

Built with math, science, and data so we can take an objective approach to your plan.

3.

Clarity & Transparency

Once we show you where you are vs. where you want to be, it can be eye opening.

4.

Confidence

Most lack conviction in their investment choices. We remove emotion from the decision making process and give you confidence in the plan.

5.

Emotional Intelligence

We utilize the principles of behavioral finance to guide our clients and help them identify implicit biases.

Our Mission & Core Values Align with the Tenets of our Fiduciary Standard

A fee-based wealth advisor has a fiduciary duty to act in the best interest of their clients. We consistently examine and explore opportunities for improvement to provide our clients the best advice possible. We commit to upholding the trust and confidence our clients extend to us by fulfilling our fiduciary standard to act with integrity, honesty, and transparency. Our words and our actions will always remain aligned. We commit to the pursuit of excellence in all facets of our operation.

Insights

What Our Clients Say

Larry Garcia

Manager PT. Rumah Kita

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Ronald Franklin

Founder Rumah Belajar

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Get Our Checklist for Evaluating a Financial Advisor: Precision Criteria

PHONE

 626-655-1911

ADDRESS

We look forward to connecting with you. 

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