SERVICES AND BENEFITS
Portfolio Management includes recommending and managing an investment portfolio that matches your need for income, desire for growth and risk tolerance. This helps you withstand periods of either low interest rates or high inflation. It also educates you about investing.

Comprehensive Financial Planning is a complete financial examination of your cash flow (budget), insurance protection, tax reduction, investments, estate planning and retirement needs. It also includes you identifying your financial goals so we can analyze and recommend the steps you need to take to reach those goals.

Segmented Financial Planning is a financial examination of three or more of the above financial components. It is a way for you to get excellent advice on some of the areas that require immediate attention.

What does fee-only planning mean to you?
Our services are provided for a fee. We do not sell anything but ourselves. This helps ensure our objectivity for solutions to your problem. When portfolio management is desired, we use almost exclusively no-load mutual funds and individual bonds. This saves you money.

Who is your advisor?
Margie Mullen, CFP, has been in the financial services industry since 1971. Prior to becoming a financial advisor, she was a lending officer with a major international bank.

A native of Los Angeles, she earned her B.A. degree from California State University at Los Angeles. Since 1986, when she obtained her Certified Financial Planner (CFP) designation, she has used her experience and expertise to provide financial planning and investment management to clients of varying degrees of income and net worth.

A well regarded member of her profession, Ms. Mullen has appeared numerous times on KCAL-TV's Your Money, as well as being featured or quoted in Money Magazine, Ladies' Home Journal, Los Angeles Times, Fidelity Investments' Stages Magazine, and Time Inc.'s Managing Your Future.

Call today for your no-cost, no-obligation consultation.

(323) 469-0919