It’s free with no obligation to hire
Hired 3 times
12 years in business
(Pacific Time Zone)
Mon - Fri
8:00 a.m. to 6:00 p.m.
Photos and Videos
8 photos and 2 videos
Personal Financial Planning
Went above and beyond. I was looking for something that I didn't think I would find. The cold hard truth about finance is that most people are looking out for themselves first. What's in it for them. There is no incentive to take someone who may not benefit you directly and help them anyway. But Scott did just that. He was the first person in 3 days that gave me the info I needed. Professionals should be expected to provide information about their profession regardless of how it benefits them. Unfortunately that is not the case. So most people are dealing with non professionals when getting advice on their finances. Scary proposition if you ask me. In this case Scott proved he is a true professional and if you truly want someone looking after your money, trust me, your search should stop here.Feb 9, 2018Verified
Scott has the ability to explain complicated financial concepts in simple, easy-to-understand terms. His first priority is always the client. I would definitely work with Scott again.May 25, 2018
I like working with Scott, he tells me what I need to know and what I don't want to hear. He listens to what I say and then we talk about it. Then I follow his advise.May 25, 2018
Scott Eichler treated my wife and I with such respect. Though our resources are limited, he responded to us as if we were millionaires. Our financial position was and is greatly enhanced and secure, thanks to Scott!May 24, 2018
Scott is a caring And knowledge professional which rarely found today. Adhering to these qualities scott is able to discern what is best for the individual needs of his clients.May 24, 2018
- What should the customer know about your pricing (e.g., discounts, fees)?We are a fee based advisory firm. Our fees begin at 1%/yr of assets you entrust us to invest. In other words. If you invested $100, we would charge $1 per year. If your investment grew to $200, we would now charge $2 per year. This was, we have a vested interest in seeing your assets grow. With every family we perform a cost/value analysis of fees. We endeavor to provide families with a fee structure that fits their situation. Every family receives a report of our estimated annual fees.
- What is your typical process for working with a new customer?First, we like to chat on the phone and address immediate questions. In the event we decide a meeting is the best place to start, we sit down in the office or chat via the internet. We discuss your experience with investing, your feelings on the market, and any concerns that you may have. We take our time reviewing goals and review the tools you are using to accomplish those goals. Most importantly, we have a chance to learn how you communicate. I find this is the most important part of our process. My goal is for you to understand what I am doing. This empowers you to guide me toward investments that fit you are comfortable with. Finally, we sit down, review our findings, and, together, we determine the best course of action to follow.
- What education and/or training do you have that relates to your work?I have been licensed since 2007 and am constantly attending classes to improve my knowledge base. I have a number of investment licenses (series 7 and 65) and I have a Life and Health license. I also have a marriage license ... HAHA! I maintain these licenses in an effort to be as transparent as possible. This also allows me to select from the largest set of tools. No two families are identical, hence we may need different tools for each job. My father once told me, "No tool is useful for all jobs, but every tool is useful for its job."