Welcome to Financial Security Planning Services, Inc., an independent and comprehensive financial planning firm. In 1992 we started operations across the Golden Gate Bridge from San Francisco in Sausalito California. In 2004 we moved to the more central Marin County location of Corte Madera California. In 2013 we opened a second office on the Peninsula in the historical coastal town of Half Moon Bay. It is a pleasure to meet with clients at the office location that is most convenient.
We focus on providing competitive, fee-based wealth management services and investment, retirement, and financial planning work for select individuals, families, and businesses. Being independent and not controlled by or captive to any financial institution sets us apart. So too have our years providing the additional time and effort needed to take the "big-picture" approach that our clients appreciate and that their financial decision making deserves.
In addition, we are 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.
Here are links to two tools that help with recording and managing important financial information: