Fair Oaks Financial Advising Articles

Sample Reviews

A

Rating
I have worked with
Fair Oaks Financial Planners Provider Name Locked
for over 10 years. He looks at your entire financial picture in order to design a comprehensive financial plan that meets your unique needs. He is well educated and has earned a lot of credentials, he makes financial planning easy to understand, he's thorough and provides detailed analysis reports.
Fair Oaks Financial Planners Provider Name Locked
is very professional, he has always gotten me a great return on my investments and I would highly recommend him.
- Susan R.
A

Rating
Fair Oaks Financial Planners Provider Name Locked
was very easy to work with. His office is a long distance from my home so we handled everything via phone and email.
Fair Oaks Financial Planners Provider Name Locked
provided the information I sought in a detailed manner and responded exactly when he said he would. I would be happy to use his services again in the future.
- Ryan W.
F

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In early November 2013 I began looking into a Cash Balance plan to enhance my office’s profit sharing and 401k plans. I was using the Third Party Administrator (TPA) Great Lakes Pension for my 401k and I looked at two other companies The Benefit Advantage (TBA) and The Retirement Advantage (TRA). Each of the three companies gave proposals for costs associated with setting up the Cash Balance plans (CBO) and ongoing annual costs associated with running the plans. Upon receiving the quotes, it appeared that TRA was the lowest. We had numerous email correspondences about the process and on November 13th I signed a contract to proceed to set up the plans using TRA. The front page of the contract showed that I would us be executing this agreement with TRA, through their agent
Fair Oaks Financial Planners Provider Name Locked
,
Fair Oaks Financial Planners Provider Name Locked
the financial advisor and Great West, the fund management company.
However, on November 18 (15 days after I signed the contract),
Fair Oaks Financial Planners Provider Name Locked
wrote that he was unable to get back with me sooner because he was traveling, but he needed to inform me that the fee structure that was quoted would be different than what was presented. My apologies for the lack of immediate feedback. I’m traveling this week in the UP. I understand the concern with the difference in cost between the standard and custom design. I did not present the custom pricing based on the conversations surrounding the $100k contribution goal Dr.
Fair Oaks Financial Planners Provider Name Locked
expressed. I do not want anyone to think that I purposely did not disclose the fees associated with the custom plan design. With that said, I have reached out to actuarial partner,
Fair Oaks Financial Planners Provider Name Locked
, Inc. to discuss the reasons surrounding fees and if there is anything we can do to accommodate Dr.
Fair Oaks Financial Planners Provider Name Locked
. Please see his email below and the attached marketing piece that discusses Standard v. Custom designs. I will follow up with a revised proposal that illustrates the $3000 set up and annuals of $4200. I hope the decision is to continue to partner with The Retirement Advantage and Great West. If I can be of further assistance or additional information is required, please do not hesitate to contact me directly.

Regards,

Fair Oaks Financial Planners Provider Name Locked


He attempted to explain that their actuarial partner,
Fair Oaks Financial Planners Provider Name Locked
set their fees differently for different types of plans. I had my office manager tell
Fair Oaks Financial Planners Provider Name Locked
to hold off on processing our plans through TRA until we had more clarity about what appeared to be a Bait and Switch. Then, in early December
Fair Oaks Financial Planners Provider Name Locked
notified me that since
Fair Oaks Financial Planners Provider Name Locked
would be calculating the actuary tables, they would also have to manage the funds within their own proprietary funds. That is, we would not be able to use Great West. Understand that the fees associated with
Fair Oaks Financial Planners Provider Name Locked
funds are exorbitant and the company is poorly rated. So, we would have to pay more to have the plan managed as well as pay more for each fund within the plan and endure much higher risks.

I would think that since the original contract is signed between a specific set of parties, and that one of those parties, namely Great West was disqualified by TRA, the original contract, dated November 3rd would be
Fair Oaks Financial Planners Provider Name Locked
and void.
Regardless, TRA sent me to collections to obtain $3,500 for their services even though they will not be handing any of my moneys.


- Michael F.
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My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Fair Oaks Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Fair Oaks Financial Planners Provider Name Locked
agents.
- Gayane K.
A

Rating
It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
Fair Oaks Financial Planners Provider Name Locked
. (
Fair Oaks Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Fair Oaks Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Fair Oaks Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

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T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Fair Oaks Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.
A

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GREAT!
Fair Oaks Financial Planners Provider Name Locked
,
Fair Oaks Financial Planners Provider Name Locked
provided me with as much information as possible. I was exceeding happy with the visit to his office. He is a very compassionate human being. We went through all documents and I felt comfortable with his suggestions about how to proceed on my financial plan. I am highly impressed with this man and his skills.
- MELBA W.
A

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It went amazing. They were professional, helpful, and truly cared about my claim being paid. I would strong recommend
Fair Oaks Financial Planners Provider Name Locked
to anyone who is looking for a top quality insurance broker.
- brian D.
A

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Last fall (Sept. 2013) I was frantically trying to prepare an overdue report to the Court for my son's Guardianshp status. It was very complicated, and I was buried in data that I couldn't balance. Our lawyer suggested I buy
Fair Oaks Financial Planners Provider Name Locked
. I soon discovered it was way too difficult for me. Then I bought Quicken. It was more accessible but still hard to set up. I have multiple accounts for my son, and every time I transferred money from one account to the other, it showed up in Quicken as income rather than as a transfer. I found
Fair Oaks Financial Planners Provider Name Locked
(aka Dr.
Fair Oaks Financial Planners Provider Name Locked
) on the Internet, and in a moment of desperation, having not found anyone among friends or family who could help me, I decided to give him a try. He came to our house on a Sunday afternoon and rescued me! He stayed for about 5 hours, taught me how to use Quicken, helped me organize 18 months of financial records, and printed out the reports I needed. I was absolutely thrilled. I joked with him that I felt like Princess
Fair Oaks Financial Planners Provider Name Locked
saying, "Help me
Fair Oaks Financial Planners Provider Name Locked
Kenobi. You're my only hope!" I can't actually remember how much he charged me, but it was reasonable given the number of hours he spent. I believe he charged approximately $120.00 per hour, but he was very generous with his time.

I went for several months without using Quicken, and of course by that time had forgotten much of what he taught me. I am not very technologically savvy, and although using the accounts he had set up was easy, by March 2014, I had deleted files and could not retrieve them. I had changed bank accounts, forgotten my password and couldn't find the paper I had written it on. In other words, I had totally messed up the systems he had set up. Once again I called him, and he came out promptly. He helped me re-organize the Quicken accounts, and in addition, set up accounts for my personal taxes. He actually enjoys taking on these challenges!
Fair Oaks Financial Planners Provider Name Locked
is very good at what he does. He was very patient with all my questions. I recommend writing out a list of questions for him before he comes. I am once again working on the yearly account to the court, but this time it is much easier, and I am being much more successful at using the systems that are in place. I highly recommend
Fair Oaks Financial Planners Provider Name Locked
, and will use him again in the future if I need to.

- Dianne H.
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All Financial Planners in Fair Oaks, CA

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr
Irvine, CA

A Plus Services

6704 Blue Duck Wy
Sacramento, CA

Aaron Matthews Financial Resources

9381 E Stockton Blvd
Elk Grove, CA

AKERS CAPITAL LLC

8436 Marina Vista Ln
Fair Oaks, CA

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI

Allsup Inc

300 Allsup Pl
Belleville, IL

Alpine Mortgage Planning

9250 Laguna Springs Dr
Elk Grove, CA

AMERICAN FEDERAL MORTGAGE CORP

1 LAUREL DR
Flanders, NJ

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach, FL

Award Financial Group

9586 C. Cliff Way
Elk Grove, CA

Bernadette Velasquez

2934 Holdrege Way
Sacramento, CA

Boost Credit 101

3773 E Cherry Creek North Dr
Denver, CO

Business Finance Store

Castle River Way
Sacramento, CA

Capital Planning Advisors

601 University Ave Ste 175
Sacramento, CA

CareOne Debt Relief Services

8930 Stanford Blvd
Columbia, MD

Common Wealth Investment LLC

PO Box 16010
Louisville, KY

CountryWide Debt Relief

1504 Brookhollow Dr.
Santa Ana, CA

Creating Answers

2801 T St Ste A
Sacramento, CA

Credit Repair Sacramento

801 I St
Sacramento, Ca

cyafinancialservices.com

410 S. Melrose Dr., Ste 210
Vista, CA

Designs By Simone Vianna

2615 D St
Sacramento, CA

DMI & Associates, LLC

8066 Sunset Ave
Fair Oaks, CA

Dunlap Wealth Management Group

14074 Trade Center Dr
Fishers, IN

Elite technique Debt Consolidation

322 Washington Blvd
Roseville, Ca

Eva Lin Agency

7480 Foothills Blvd Ste 150
Roseville, CA

Green City Insurance Services

1758 s. Holt Av.
Los Angeles, CA

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.
Elkhorn, NE

HERBERT A DROSDAT

4125 TEMESCAL ST
Fair Oaks, CA

iBank

3090F Pullman St
Costa Mesa, CA

Ice Insurance Agency

813 F St
Sacramento, CA

IRS Tax Help Team

1201 S Beach Blvd
La Habra, CA

Justice and Associates LLC

6655 W Sahara Ave
Las Vegas, NV

Justice, Mercy & Faith

PO Box 8101
Woodland, CA

Lighthouse Strategic Advisors

735 University Ave
Sacramento, CA

Lowell, Blake & Associates

141 Tremont Street
Boston, MA

LPL FINANCIAL SERVICES

1037 SUNCAST LN
El Dorado Hills, CA

LYNCH FINANCIAL ADVISORS

1700 EUREKA ROAD
Roseville, CA

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho, NM

Megastar Financial Corp

920 Hilltop Dr
Redding, CA

MUTUAL OF OMAHA

2355 Gold Meadow Way Ste 110
Rancho Cordova, CA

Nationwide Insurance and Financial Company

4809 laguna blvd #100
Elk Grove, ca

Navion Financial Advisors

355 Second Street
Davis, CA

pacific Debt Consolidation

5120 Laguna Blvd
Elk Grove, Ca

Palouse Credit Consulting

801 Ringo Rd.
Palouse, WA

Payless Loan Source

2955 E. Hillcrest Drive
Westlake Village, CA

Phil Lenser

1806 W Kettleman Ln
Lodi, CA

PRINCIPAL FINANCIAL GROUP

9245 Laguna Springs Drive
Elk Grove, CA

QUEST SECURITIES INC

8080 MADISON AVE
Fair Oaks, CA

RADIANCE INVESTMENT & FINANCE

11723 FAIR OAKS BLVD
Fair Oaks, CA

Rickard Fundraising

7340 Stonehill Court
North Highlands, CA

Roseville Bail Bonds

410 Vernon St
Roseville, CA

S P Johnson Group

293 Mulberry St
Buffalo, NY

Sacramento Debt Consolidation

427 Broadway
Sacramento, Ca

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota, FL

Stephan Hecox CPA

1788 Tribute Rd
Sacramento, CA

STROUB & COMPANY CPA's

1555 River Park Drive
Sacramento, CA

The Law Offices of Ted A Greene, Inc.

1912 F Street | suite 110
Sacramento, CA

The Main Street Group

4510 Cox Road
Glen Allen, VA

Title Loans Express

1856 Conejo Ln
Fullerton, CA

United Gold Direct

2945 Townsgate Road
Westlake Village, CA

Voss & Company Tax Advisors

1900 Howe Avenue
Sacramento, CA

Westlake, Grahl, and Glover

9265 Sierra College Blvd
Granite Bay, CA

Woodmen Financial Resources

3550 Watt Ave. Ste. 140
Sacramento, CA

WORLD FINANCIAL GROUP

9355 E. Stockton Blvd
Elk Grove, CA

Zeller Kern Private Wealth Management

11335 Gold Express Drive Suite 155
Rancho Cordova, ca

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