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C.J. Rylant Wealth Management Stop Worrying About Money and Start Enjoying Life |
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We offer two levels of service: The Comprehensive Annual Retainer and the Personal Financial Review. If we mutually agree you would benefit from a long term relationship with our firm, you may be eligible for a Comprehensive Annual Retainer. We often have a waiting list for this service. We will only accept you as a client if we can provide you more benefit than the cost. The Personal Financial Review is a limited engagement that allows you to test drive our services while receiving objective advice on your situation. The Personal Financial Review is great for clients that just need a second opinion. Many of our clients are satisfied with the Personal Financial Review and do not need to upgrade to the Comprehensive Annual Retainer. Follow the links to learn more about each service. |
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What we offer you |
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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. |
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Comprehensive fee-only financial planning in Santa Maria, California |
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FREE Workbook 7 Secrets to Financial Independence |