|
C.J. Rylant Wealth Management Stop Worrying About Money and Start Enjoying Life |
|
Most of our clients are upper middle income families in Santa Maria, California. Our clients are everyday people that work hard for their money. They lack the time or interest in personal finance and need direction with their financial affairs. Others just need a “second opinion” about the choices they have already made. |
|
Are some of these statements true for you? |
|
Who we help |
|
“My wife and I occasionally invest in our 401(k) plan at work. We purchased life insurance through a friend several years ago. We want to begin saving for our kids education, but we are not sure where to begin. Each of our investments was made randomly, so we need a plan to make sure we are heading in the right direction.” |
|
“My husband reads several investment magazines and he likes to “play” the stock market. We recently received a small inheritance. I don’t know much about investing, but I want to learn. I want to know what to do with the inheritance and get a second opinion on our stock market investments.” |
|
Disclaimer: Chuck Rylant, doing business as C.J. Rylant Wealth Management, is registered with the State of California as a Registered Investment Advisor. C.J. Rylant Wealth Management is a fee-only planning firm that provides comprehensive financial planning. This World Wide Web site does not provide investment, legal, accounting, situation specific advice, nor does it constitute an offer to provide such advice to any individual or entity in any state or other jurisdiction. |
|
Comprehensive fee-only financial planning in Santa Maria, California |
|
FREE Workbook 7 Secrets to Financial Independence |
|
“We are both working in good careers. We plan to retire when I turn 60 so we can travel and spend time with our grandchildren. Neither of us has the time or interest to learn about investing. We set aside the maximum allowed in our retirement accounts at work. Is this enough to meet our goal?” |
|
“My husband has a great job but we still run out of money each month. It seems that so much of our paychecks go to taxes. We are young and know we should be investing, but there never seems to be anything left at the end of the month.” |
|
“I am going through a divorce and I am unfamiliar with how to handle my finances. My spouse always took care of the investments, insurance and taxes. I want stability and financial security in my life as soon as possible.” |
|
“I want to make sure my wife and children are taken care of no matter what happens to me. I own my own business and cannot afford a lengthy illness or disability. I’m sure there are insurances available but I do not know what I really need.” |
