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Retirement Checklist: 5 Steps to Help You Get Back on Track: Although the painful recession may be in our rearview mirror, the aftermath may have you concerned that you won't have enough money to retire when the time comes.

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  • Last Updated: 09/03/10


    Welcome to Financial Security Planning Services, Inc. We started operations as a proudly independent and comprehensive financial planning firm just across the Golden Gate Bridge from San Francisco in beautiful Sausalito, California, in 1992.

    In 2004, we relocated our offices to a more central Marin county location in Corte Madera. Our offices are now found in the handsome Tamalpais Place office complex, with more than ample free parking and easy first floor access (no stairs to climb). We are situated next door to the Corte Madera city park, with some of the county's largest playing fields. Conveniently located two blocks west of the Corte Madera Town Center shopping center, to find us, just continue off the highway at the Tamalpais Drive/Paradise Drive exit. Stay on Tamalpais Drive as you pass the Town Center shopping center on your right, and continue heading west in the direction of Mt. Tam and charming downtown Corte Madera.

    Being independent and not aligned with any one financial institution has set us apart. So, too, have our years of providing the additional time and effort needed to take the "big picture" approach that our clients appreciate and that their finances deserve.

    In addition, we are registered as a Registered Investment Adviser, which imposes upon us a higher fiduciary duty to always act in our clients' best interests. Our services are carefully tailored to each client's needs and objectives. There is thus a legal requirement, as well as our own dedication to the principle that our clients should make the most informed financial decisions possible.

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    Index Time Last Change
    Dow Jones 16:30 10,447.93 127.83 Up Arrow
    S&P 17:06 1,104.51 14.41 Up Arrow
    NASDAQ 17:30 2,233.75 33.74 Up Arrow
    10Yr Treasury N/A 2.70 0.08 Up Arrow
    30Yr Treasury N/A 3.78 0.06 Up Arrow
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