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Personalized financial planning services are offered as the cornerstone of all client relationships and serve as the firm’s focus to empower clients to achieve their objectives by providing independent financial & investment advice in a consistent & ethical manner at a fair price.

What makes us unique?

Fiduciary We are fee-only and independent.  This avoids conflicts of interest inherent with commission-based sales.  We put our clients' interests first.

Ethical – We are committed to ethical conduct and adhere to the code of ethics of the industry associations and designations in which we are members.      

Competent – We are thorough, knowledgeable and professional.  We comply with the education, experience and continuing education requirements of the Certified Financial Planner Board, Internal Revenue Service and National Association of Personal Financial Advisors. 

Fair Pricing – We are committed to offering our services at a fee structure that is designed to be both fair and offer the best value.

Read our Financial Advice.

3591 Sacramento Drive #120
San Luis Obispo, CA  93401
Phone 805-541-5105   Fax 805-541-5107

©2016 Empowering Financial Solutions, Inc. All rights reserved.