Matthew R. Etzler
- CFP®
- CRC®
- CRPS®
- ChFEBC®
Etzler Financial Advisors, LLC
Red Bluff, CA
Contact Matthew R.
Matthew R. can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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College Planning
Matthew R. specializes in
- Technology Professional/Engineer
- Corporate Officer
- Medical Professional
- Government Employee
Expertise
- Investment Analysis and Planning
- Portfolio Management
- Portfolio Guidance
- Retirement Planning
- Social Security Planning
- Benefits and Compensation Planning for Employees
- Tax Efficient Withdrawal Planning
- Tax Optimization
- Insurance and Risk Management
- Medicare Insurance Planning
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Budgeting
- Debt Management
- Saving and Investing for College
- Financial Behavior and Wellness Education
- Life Event Planning
- Divorce Planning
- Windfall Planning
- Real Estate Planning
- Benefits and Compensation Planning for Employers
Pricing
Comprehensive Financial or Retirement Planning
Comprehensive planning and advice to address your goals, objectives, and concerns
The typical fee ranges between $3,000 and $5,000 for most households*
Ongoing Planning, Advice, & Investment Management
Ongoing financial planning, advice, and support with or without investment management services
The typical fee ranges between $2,000 to $5,000 per year for most households*
Limited-Scope, As-Needed, Hourly Advice
Limited-scope planning, analysis, or as-needed advice billed on an hourly basis as agreed upon
Services calculated and charged at our current hourly rate of $250**
* The estimated fee may be higher if you are a business owner, have a highly structured legal estate, own private or illiquid investments or otherwise have complexity in your financial life.
**Hourly services are typically only available to individuals and families who have already completed a financial planning engagement with our firm; subject to a contractural minimum of $1,000.
About
For more than 30 years, I have provided seasoned financial guidance and solutions to individuals and families across the nation and abroad. I've built an advisory practice that doesn't sell products or require investments to manage – I provide straightforward guidance to help people make the most of their life and their money. Working exclusively as a fee-only fiduciary, I’m proud to be included in the select group of professionals that put client interests first – the way that it should be. My conflict-free approach is about providing answers to your questions… solutions to your challenges… and exploring the possibilities to make life more.
I approach personal finances in a comprehensive manner addressing retirement, investments, taxes, cash flow, risk management, estate preservation and anything else that impacts one’s financial life. I help to sort through the information, misinformation, and confusion to help you make informed decisions. My role is to help you define the direction of your journey and achieve milestones, suggest changes in course when needed, and provide support for everything that life brings your way.
I value continuing education and have attained the following professional designations: Certified Financial Planner™ (CFP®), Chartered Federal Employee Benefits Consultant (ChFEBCSM), Certified Retirement Counselor (CRC®), and Chartered Retirement Plans Specialist (CRPS®). In addition, I am a licensed tax advisor who provides proactive tax planning and strategies.
The foundation of a better advisory experience is achievable with integrated strategies to help you build, protect, and carry on what's important. I call it commitment. You'll call it peace of mind.
I offer a no-charge, no-obligation introductory consultation to determine if I’m in a position to help you and we're a good fit.