Financial Planning for Generations, Inc. is a family-oriented business and personal financial planning firm based in Westlake Village, CA. They offer comprehensive financial planning services, focusing exclusively on their client family's best interests, without taking assets under management or selling products. With their deep generalist approach, they serve business owners, entrepreneurs, family office clients, and families facing major health events or aging issues.
With a unique billing structure based exclusively on hourly rates, Financial Planning for Generations ensures objective advice and acts as a trusted advisor for critical growth decisions, complex family financial issues, and overwhelming decisions related to health events. They provide a single point of contact for all business and family financial questions, helping clients manage information from various specialists and professionals.
Generated from the website