Point Loma Advisors
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Financial Planning and Investment Management
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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:
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Access to financial planning software which links to personal accounts at most popular investment and banking institutions.
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Access to our financial education material.
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Access to a generalized question and answer service by a Lyon Park Advisors CERTIFIED FINANCIAL PLANNER® professional.
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A 30 minute annual consultation with a Lyon Park Advisors CERTIFIED FINANCIAL PLANNER® professional.
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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.