Is Your Financial Future Setup for Your Idea of Success?
Are the Decisions You’re Making Today Built Around Your Idea of Success?
Paying too much in taxes
Paying too much in fees
Portfolio at-risk
Not enough liquidity
No legal way to protect assests
Operational expenses are too high
Unprepared for acquisition
The business has a low cost basis
You Should Never Have To Wonder If You’re On Track To Meet Your Financial Goals
Locate Yourself Here:
How much risk can you tolerate?
How can I inventory my financial universe?
Where am I in relationship to my Goal?
How We Help You Get To Your Destination
Investment Audit
Situation Resolution
Full-Service Wealth Planning
1
GATHER INFORMATION
2
BUILD YOUR FINANCIAL TOPOGRAPHY MAP
3
BEGIN YOUR JOURNEY
4
TRACK YOUR PROGRESS
YOUR GUIDE FOR THE JOURNEY
Standing Oak Financial Advisors
Scott Eichler is a well-known author and financial advisor in Orange County, Southern California. His educational workshops have been widely attended by thousands of retirees and pre-retirees throughout LA, Orange, and San Diego Counties. Scott has developed a specialty in helping families realize their dream of financial independence through formula-based investment planning and the creation of “The Financial Guidebook” process. This step by step framework helps business owners, pre-retirees and retirees better maximize the value of their assets. Using this process, Scott has been able to help his clients save more money, legally minimize taxes, which allows them to live financially independent.
Learn about why Scott loves his work and how he was first introduced to the field of investing.