Burgess Financial Planning, LLC is a Financial planner located in San Francisco, California. They are dedicated to providing objective and comprehensive guidance for building and preserving wealth. Their financial planning sessions are tailored to evaluate your current financial situation and assist you in making informed decisions to achieve your most significant financial goals. During these sessions, the aim is to create an action plan that is realistic, attainable, and easy to follow. Discussions will cover your financial objectives, a review of your present circumstances, and strategies for meeting your goals. Additional services, such as annual review meetings and support during major life events, are available on a case-by-case basis through separate arrangements. Burgess Financial Planning's primary mission is to empower clients to develop actionable plans and make intelligent financial choices for their future. They serve clients with assets ranging from $10,000 to $10 million.
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BURGESS FINANCIAL PLANNING LLC REVIEWS
I reached out to Sean for financial planning advice, specifically on relocating and retiring internationally. He responded right away, was up-front about his experience and how he could help me. He was generous with his expertise and helpful resources. I really can't thank Sean enough and would definitely recommend him.
Nice guy. I had a vague idea of what to expect and was pleased with the results. My questions were answered to my satisfaction and he did not try to sell me on anything. In addition, the exercise of collecting my various financial documents and analyzing them was useful, that part alone paid for itself.
Sean was absolutely wonderful. What I needed wasn't exactly in the realm of what he does, so he gave me a few pointers over coffee (that he so kindly picked up for me) and gave me a great referral. He was very honest and straight forward.
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Citrine Capital is a dedicated fee-only wealth management firm that specializes in helping entrepreneurs, business owners, and tech professionals across the United States preserve and grow their wealth. Their services encompass a wide range of financial areas, including organizing finances, investment management, goal setting and prioritization, planning for major life events and early retirement, and tax optimization. With a comprehensive approach to wealth management, Citrine Capital focuses on four fundamental pillars crucial to wealth creation and preservation. They offer socially responsible and impact investing, 10b5-1 strategies, property and casualty insurance analysis, asset protection, and risk management. By employing an evidence-based investment approach, their sustainable investment portfolios are designed to generate superior risk-adjusted after-tax returns. This strategy is rooted in economic theory and supported by extensive empirical research conducted over several decades.
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CITRINE CAPITAL REVIEWS
We've been working with Jirayr and Nick for the past year and are so happy with the partnership. The team has helped us establish a financial foundation that makes me feel confident about our family's future - from goal setting to budgets to investing to estate planning, we feel so much more knowledgeable and empowered from their guidance. They take a responsible approach to investment sources and always have my best interest in the foreground.
Jirayr and the team at Citrine Capital are the most professional, reliable and knowledgeable financial planning office I have encountered in my 20+ years of working in the insurance and financial planning industry. Their approach is client-centric, focusing on all areas of the clients lives, not just the investment piece. Their clients trust them and look for guidance in many areas of their lives. Citrine Capital is elite.
Citrine has advised us for a couple of years now and I really appreciate their holistic approach. From covering insurance, investments, taxes to giving clear guidance on financial goals.
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Brio Financial Group is dedicated to helping individuals plan for and achieve genuine happiness and financial security. With a specialization in investment management, the company excels at translating attentive listening into effective financial strategies that align with individual values and generate positive outcomes. Brio Financial Group assists clients in creating a personalized plan to get back on track toward their financial goals, offering guidance during significant life transitions. They provide clear and straightforward answers to their client's financial questions, utilizing a thoughtful, scientific, and transparent approach to wealth management. Using a comprehensive and personalized approach, the firm employs evidence-based strategies to help clients achieve their goals while managing risk effectively.
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BRIO FINANCIAL GROUP REVIEWS
Love these guys. We deal mostly with Pam, and also Brandon. None of this "It's complicated - just trust me" stuff that I found infuriating from advisors I've worked with in the past. They listen to us about our objectives and give clear, knowledgeable, thoughtful advice on how to get there.
Gene Elliott is wonderful. He does what you ask. And your homework. Deferred income tax, while saving money is a balance. Gene is it.
I found Joanne Jordan to be inspiring, kind, intelligent, patient, easy to talk to. I could go on and on! I can not recommend her enough. Fantastic!!
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