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Choose your pricing plan

  • Hourly Consultation

    450$
    Perfect if you want a professional option on something.
     
    • Pay as you go.
    • You determine the topics.
    • No obligations.
  • Family Planning

    3,000$
    Begin creating a new financial future now!
     
    • Discover a new way of relating to your overall finances.
    • Creating a balance sheet and cash flow statement.
    • Map our retirement with confidence and peace of mind.

    • Protect what you created.
  • Business Planning

    5,500$
    Business financial planning to advance your success.
     
    • Business owner benefit maximization.
    • Tax deductible plan and employee benefit optimization.
    • Key employee or partnership planning.

Ready to make a difference in your finances?  Talk to a coach at 408-520-1518

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Locations
Northern California

910 E Hamilton Ave
Suite 150

Campbell, CA 95008

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Southern California

333 N Indian Hills Blvd

Claremont, CA 91711

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Investment Advisory Services are offered through Wealth Cairn, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.  Securities cannot be purchased, sold or traded, insurance coverage cannot be bound, altered, or cancelled via e-mail or voice message system.  Wealth Cairn and its advisors do not offer legal or tax advice.  Please consult an attorney or a Certified Public Accountant for legal and tax advice.

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CA Ins lic 0E19513.

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This website is reviewed by regulators for advertising compliance.  References to FINRA, SEC and other security regulators does NOT imply that Wealth Cairn is approved, sponsored or recommended by the regulators.

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