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
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
Full-Service Wealth Planning
Turbulent Markets and Uncertainty – How to Properly Invest for an Unknown Future
While the future is always unknown, recent events from the pandemic to inflation and war in Ukraine have changed the financial landscape considerably – and potentially your financial future. Scott is offering a free excerpt from his book, Don’t Play Chicken with Your Nest Egg. This free download will discuss tips to be a smarter investor and topics affecting recent market volatility.
Complete this form to download your free eBook.
BUILD YOUR FINANCIAL TOPOGRAPHY MAP
BEGIN YOUR JOURNEY
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 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.