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Point Loma Advisors Subscriber Program

Designed for do-it-youself, on-going financial planning by beginning investors with uncomplicated financial situations who are focused on accumulating assets. 

 

Includes:

  • Access to financial planning software which links to personal accounts at most popular investment and banking institutions.

  • Access to our financial education material.

  • Access to a generalized question and answer service by a Lyon Park Advisors CERTIFIED FINANCIAL PLANNER® professional.

  • A 30 minute annual consultation with a Lyon Park Advisors CERTIFIED FINANCIAL PLANNER® professional.

For subscriber-only clients the program DOES NOT include initial or on-going financial planning by Point Loma Advisors.  Therefore a financial plan professionally prepared by a Point Loma Advisors CFP® professional is highly recommended prior to subscribing.

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