Schedule Appointment with Guide My Finances

Loading...

(GMT-8:00) Pacific Time change

Please note: All meetings are currently virtual. If you would prefer to have an in-person meeting, please let our office know.

Initial Zoom Consultation with Jackie Mazur, CFP®, CDFA®

30 minutes

As President of Guide My Finances, Jackie specializes in working with clients with complex needs including:

• Tax strategizing & positioning for sale (Business Owners)
• Minimizing the tax impact of stock compensation (RSU, ISO, NQ, ESPP)
• Tax-efficient retirement saving & distribution planning
• Analysis of current & future real estate investments
• Divorce financial planning
• Tax-efficient wealth transferring
• Investment management and portfolio construction

Initial Zoom Consultation with Gina Ellen, CFP®

30 minutes

Gina has been working in financial services for over 8 years. During her time working as a financial planner, Gina has developed a specialty in the following areas:

• Retirement Planning
• Primary home purchase & rental real estate cash flow analyses
• College planning
• Minimizing the tax impact of stock compensation (RSU, ISO, NQ, ESPP)
• Chapter 2 Planning – navigating sudden life changes
• Cash Flow Management
• Investment Management & Portfolio Construction

Initial Zoom Consultation with Amanda Pecot

30 minutes

As an Investment Advisor, Amanda specializes in the following areas when working with her clients:

• Investment portfolio design
• Retirement accumulation and distribution planning
• Real estate portfolio analysis
• College planning
• Minimizing the tax impact of stock compensation
• Lifetime income analysis and planning
• Veteran and military benefit maximization

Continue »

Name * (required)

First Name * Last Name *

Phone * (required)

Email * (required)