9 E River Park PL E Suite 440 Fresno, CA 93720-1530

(559)433-1110
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Guidance You Want. Advice You Can Trust.


Our unique approach is built on the philosophy that your wealth should be aligned in such a way that it best compliments your life - For you, your family, and your community.

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Our Foundation

Our foundation is built upon what we’ve learned from our past experiences and those values that we hold dear. Who are we? Where did we come from? What’s important to us?

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Investment Advisory

Investment Advisory

Your road to retirement or other important goals requires an investment process that will get you to your destination safely.

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Institutional Services

Institutional Services

We offer enterprise level solutions to businesses and organizations of all sizes, working to maximize profitability and empower employees toward a brighter future.

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Insurance Services

Insurance Services

Navigating the complex and regulated insurance industry can be frustrating. Let Plan Financial help guide you through your insurance needs.

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about  important Social Security facts and what you should know as an investor.

"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

"Look before, or you’ll find yourself behind."

- Benjamin Franklin

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