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Kirk
Block, CPA, CFP: 1-800-ADVISER ext. 1008
San
Diego, California
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| Premier
Financial Planning |
Kirk Block,
CPA/PFS, CFP
Office:
6336 Greenwich Drive
Suite C-2
San Diego California, 92122
1-800-ADVISER ext. 1008
Phone: (858) 638-4590
Fax: (858) 638-4599
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Services Available:
Financial Planning
Insurance
Money
Management
Taxes
CPAs
"Planning for Financial Independence"
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Overview
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At
Premier Financial Planning, everything we do is based
on providing you with individualized service to help
you meet your specific needs. When you become a
client, we concentrate on your specific goals and
objectives, whether they are personal, family or
business-related. We review all of the elements such
as investment portfolio and insurance coverage that
will affect the management of your assets. |
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Available
Services
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Financial
Planning Services
Financial
planning services are available based upon your specific
financial situation and objectives. Services available
include: asset allocation strategies, cash flow planning,
retirement planning, educational funding planning, stock
option exercise planning and recommendations summaries.
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Portfolio
Management
We
begin the portfolio management process by establishing an
investment policy statement that describes your goals and
investment objectives. We analyze your assets and
liabilities and review your cash flow requirements. We
evaluate and monitor your investments and risk tolerance. We
then recommend an asset allocation strategy. Once agreed, we
implement and then monitor a portfolio strategy.
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Information
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References
References
are supplied based upon the specific type of service
you are looking for.
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Account
Minimums
None.
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Work Hours & Response Time
Regular
Office Hours are from 8 to 5 (Pacific), Monday through Friday; will respond daily.
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Pricing
and Fees
Fees
are based upon the specific service you desire. In
general, our fees for comprehensive financial planning
services range from $2,000 to $5,000. Portfolio
management fees are charged based upon a percentage of
assets.
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Call
Kirk
Block, CPA, CFP at 1-800-ADVISER ext. 1008
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