Fee Only Financial Planner San Marcos CA

We Work Only For You

We optimize the finances of working individuals, couples and families in San Marcos, CA. We do not sell financial products and receive no commissions. This keeps our advice as objective as possible. We are a fiduciary, so we always offer advice that is in your best interest.

Our Difference

Andrew Marshall Financial, LLC (AMF) is completely independent and a fiduciary, which means AMF always puts your interest first.  Our personal financial planning services will help you maximize your use of money so you may reach your goals of retiring,Read more

Financial Planning Method

Andrew Marshall Financial, LLC (AMF) offers custom financial plans developed interactively with you over a series of meetings. The series of meeting topics are customized to your unique situation. The goal of a series is to have implemented a planRead more

Investment Management Services

Investment Strategies: Investing strategies Andrew Marshall Financial, LLC (AMF) offers are defined below. An Investment Policy Statement is written that lays out the principles and characteristics of your personalized investment plan. AMF works with you to determine which is bestRead more

Controlling Your Finances Starts With A Call.

(760) 651-6315

Fee Only Financial Planning

From one session to complex plans, choose the method that works best for you.

Budget Control

$450Where has your money gone?
    Learn where your money went & should go.
  • One meeting
  • Answer puzzle of where your money goes each month
  • Gain insights to your habits and priorities
  • Create a budget and net worth statement

Life Stages Meeting Series

$450 per sessionDevelop a financial plan in real time
    A complete plan, one step at a time
  • No large cash outlay
  • Implement your plan during the meetings
  • Spreading work over time allows adjustments to settle in
  • Finish with complete, working financial plan

Projects

Based on work involvedAny size financial planning project
    From one question to complete plans
  • Traditional financial planning
  • Receive detailed report at conclusion
  • Price range with max quoted after free Get Acquainted meeting
  • Great choice for those on a deadline