Financial Planners

In general terms, financial planners help their clients to first define their long-term financial goals, and then to achieve those goals through investments, insurance and other financial products utilizing tax planning, retirement planning, and estate planning strategies that are appropriate for each client. Financial planners can be compensated by commissions they earn from the products they recommend to you, by fees they earn from you without regard to the products they recommend, or a combination of both. For more information about some specific financial planners, click on the link for the website you would like to visit.

Free Comprehensive ElderCare Referral Service - ElderCarelink — This free online referral service helps you find everything from Adult Day Care, Home Care and Assisted Living to Financial Planning and Personal Emergency Responses.

Jeffrey K Kolsin CPA, Inc. (California) — Licensed independent tax and financial advice, counsel and services - over 25 years of experience helping people with their aging parents.

Jerry E. Bartram, CPA — Whether you are an individual, family, professional practitioner or small business owner, helping our clients reach or exceed their financial and life goals is the passion that drives our firm.