Andrew Marshall Financial, LLC (AMF) offers fiduciary financial planning and investment advice for individuals who are comfortable managing their own investment accounts.

We specialize in helping people prepare for retirement, strategizing how to tax-efficiently withdraw from various account types, and reviewing investment portfolios.  When you work with us, you can keep your investments where they are currently.

Our services are designed to be flexible and meet your needs whether you live near Carlsbad, CA or elsewhere.  We can work together in-person, via virtual meetings, via email or via phone calls.

 

Andrew Marshall Financial, LLC is a fiduciary financial advisor.  That means AMF always puts your interest first.  By putting our clients first, both our clients and AMF are successful.  AMF is a fiduciary both as a California registered investment advisor and as a CERTIFIED FINANCIAL PLANNER™.

 

AMF is a fee only financial planner.  When you use a fee only financial planner, you pay for services in an open, fully disclosed manner.  AMF does not sell any products such as insurance policies, annuities, mutual funds or REITs.  AMF therefore does not get any commissions or kickbacks from any source for any recommendation AMF makes.

By doing business this way, conflicts of interest are removed that exist with other advisors who get paid commissions to recommend and sell products.

 

AMF functions as your personal financial consultant.  AMF analyzes your situation from an objective point of view and provides simple to implement recommendations to improve your particular situation.  AMF makes it possible to consult with a CERTIFIED FINANCIAL PLANNER™ professional when you need to, regardless of where your investments are held.

 

AMF is an hourly financial planner.  Hourly financial advice allows people to get the help they need without being required to hand over their investment account management. In our first meeting, we will discuss your goals, project objectives and value your financial plan will bring to your life.  You will then receive a quote for your initial project.  We charge an hourly rate of $360/hour.

 

(760) 651-6315

To get started now:  Complete our Questionnaire and Schedule your Free, First Meeting

 

AMF is a Better Business Bureau accredited business.