empoweringfinancialsolutions.com empoweringfinancialsolutions.com

empoweringfinancialsolutions.com

Empowering Financial Solutions, Inc.

Joan Parker, Empowering Financial Solutions, 3591 Sacramento Drive #120, San Luis Obispo, Fee-only, Financial Advisor, Investment Advisor, independent, fiduciary, fee-only, Certified Financial Planner, asset allocation, diversification, risk tolerance, tax planning, insurance planning, estate planning, retirement planning, cash flow planning, education funding

http://www.empoweringfinancialsolutions.com/

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CONTACTS AT EMPOWERINGFINANCIALSOLUTIONS.COM

WHOIS PRIVACY PROTECTION SERVICE, INC.

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PO ●●●639

C/O EMPOWERI●●●●●●●●●●●●OLUTIONS.COM

KIR●●●AND , WA, 98083

US

1.42●●●●0657
1.42●●●●4730
LB●●●●●●●@WHOISPRIVACYPROTECT.COM

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WHOIS PRIVACY PROTECTION SERVICE, INC.

WHOIS AGENT

PO ●●●639

C/O EMPOWERI●●●●●●●●●●●●OLUTIONS.COM

KIR●●●AND , WA, 98083

US

1.42●●●●0657
1.42●●●●4730
LB●●●●●●●@WHOISPRIVACYPROTECT.COM

View this contact

WHOIS PRIVACY PROTECTION SERVICE, INC.

WHOIS AGENT

PO ●●●639

C/O EMPOWERI●●●●●●●●●●●●OLUTIONS.COM

KIR●●●AND , WA, 98083

US

1.42●●●●0657
1.42●●●●4730
LB●●●●●●●@WHOISPRIVACYPROTECT.COM

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Empowering Financial Solutions, Inc. | empoweringfinancialsolutions.com Reviews
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Joan Parker, Empowering Financial Solutions, 3591 Sacramento Drive #120, San Luis Obispo, Fee-only, Financial Advisor, Investment Advisor, independent, fiduciary, fee-only, Certified Financial Planner, asset allocation, diversification, risk tolerance, tax planning, insurance planning, estate planning, retirement planning, cash flow planning, education funding
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1 Joan Parker
2 Empowering Financial Solutions
3 3591 Sacramento Drive #120
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5 CA
6 Fee-only
7 Financial Advisor
8 Investment Advisor
9 financial planning
10 tax planning
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Empowering Financial Solutions, Inc. | empoweringfinancialsolutions.com Reviews

https://empoweringfinancialsolutions.com

Joan Parker, Empowering Financial Solutions, 3591 Sacramento Drive #120, San Luis Obispo, Fee-only, Financial Advisor, Investment Advisor, independent, fiduciary, fee-only, Certified Financial Planner, asset allocation, diversification, risk tolerance, tax planning, insurance planning, estate planning, retirement planning, cash flow planning, education funding

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empoweringfinancialsolutions.com empoweringfinancialsolutions.com
1

Empowering Financial Solutions, Inc.

http://www.empoweringfinancialsolutions.com/faqs

What types of clients do you work with? How do new clients find you? Most of our clients have come to us through referrals from existing clients or professionals we have worked with over the years. Is there a charge to get together to discuss our interest in your services? We offer a complimentary (no-obligation) introductory meeting, the focus of which will be to determine whether our relationship would be a good fit and, if so, to establish the full scope and focus of the initial financial review.

2

Empowering Financial Solutions, Inc.

http://www.empoweringfinancialsolutions.com/financial-briefs

Wait For November For Clarity On 2013 Tax Policy. Now that the “payroll tax holiday” has been extended through the rest of 2012, can we expect other significant tax legislation from Congress? Not before the national elections. Their task is daunting. Several key tax law breaks are scheduled to be scaled back in 2013 if there’s no congressional action. For 2012, the maximum estate tax exclusion is $5.12 million, and a surviving spouse may take advantage of any leftover exclusion of the spouse who died...

3

Financial Planning

http://www.empoweringfinancialsolutions.com/financial-advice

Initial Financial Review Services are offered to all clients at the start of the relationship with the intention to create a firm foundation for future discussions and planning. The full scope and focus of the initial financial review is determined in a complimentary introductory meeting and agreed upon prior to the engagement.

4

Empowering Financial Solutions, Inc.

http://www.empoweringfinancialsolutions.com/resources

5

Empowering Financial Solutions, Inc.

http://www.empoweringfinancialsolutions.com/investment-advice

Investment management services are offered on a discretionary or non-discretionary basis and include Ongoing Financial Review Services. In either case and to the extent requested by the client, an investment policy statement for each client will be developed based upon a prioritization of the client's investment objectives, identification of the client's risk tolerance, and discussions about the client's investment experience, knowledge and level of interest in the management of the client's portfolio.

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Personalized financial planning services are offered as the cornerstone of all client relationships and serve as the firm’s focus to empower clients to achieve their objectives by providing independent financial and investment advice in a consistent and ethical manner at a fair price. What makes us unique? We are fee-only and independent. This avoids conflicts of interest inherent with commission-based sales. We put our clients' interests first. 8211; We are committed to ethical conduct and.

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Personalized financial planning services are offered as the cornerstone of all client relationships and serve as the firm’s focus to empower clients to achieve their objectives by providing independent financial and investment advice in a consistent and ethical manner at a fair price. What makes us unique? We are fee-only and independent. This avoids conflicts of interest inherent with commission-based sales. We put our clients' interests first. 8211; We are committed to ethical conduct and.

empoweringfinancialsolutions.org empoweringfinancialsolutions.org

Empowering Financial Solutions, Inc.

Personalized financial planning services are offered as the cornerstone of all client relationships and serve as the firm’s focus to empower clients to achieve their objectives by providing independent financial and investment advice in a consistent and ethical manner at a fair price. What makes us unique? We are fee-only and independent. This avoids conflicts of interest inherent with commission-based sales. We put our clients' interests first. 8211; We are committed to ethical conduct and.

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