Are You Sure You’re On The Right Path To Reach Your Goals?
Paying too much in taxes
Paying too much in fees
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
Are you getting the most out of your investments? We can review your existing investments and give you a second opinion.
Have a problem with a specific financial tool you’re using? We can help you analyze, troubleshoot, and resolve specific situations.
Full-Service Wealth Planning
Are you using business revenue to maximize personal net worth? We simplify wealth planning by shouldering the burden of analysis and legal coordination.
Your Satisfaction Is Our Priority
Through calls and documentation we ascertain the scope your financial topography map and clarify your goals, challenges, and current tools.
BUILD YOUR FINANCIAL TOPOGRAPHY MAP
We analyze and quantify your holdings, tools and structures, map your current location in relation to your goals, and define the steps needed to arrive safely at your destination.
BEGIN YOUR JOURNEY
As we travel together, we regularly optimize your investment allocations and corporate structure(s) while overcoming specific obstacles to growing your net worth.
TRACK YOUR PROGRESS
We stick with you with proactive Quarterly Reviews and as-needed meetings anytime.
YOUR GUIDE FOR THE JOURNEY
Standing Oak Financial Advisors
Time is money and it’s easy for business owners to get bogged down by ever-changing rules and endless investing options. At Standing Oak Financial Advisors, we simplify investing by shouldering the burden of analysis and legal coordination so owners can use business revenue to maximize personal net worth.
Scott Eichler is a well-known financial advisor and author in 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 create dramatically more efficient portfolios, save more money, legally minimize taxes, and allow them to live the kind of financially independent lives they dream about.