How We Work with Clients

From William H...

Bill started earning our trust from day one, listening to what Jody and I wanted to leave to our 7 children and their families. As he listened the trust grew, now 14+ years later. Education driven, Bill and I synced awesomely. His knowledge and commitment to continuing education allows Jody and I to be assured we are being represented by a professional who cares for our dreams. Bill is a good man that I would recommend to friends and family who were looking for financial investment direction.

The statement was provided 2/6/2023 by William H. who is a Client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

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At Pacific Crest Wealth Planning, we are a team of CERTIFIED FINANCIAL PLANNER practitioners. This means that we act in a fiduciary capacity when managing assets, obligated by the CFP® Code of Ethics to put our client's interest before our own. Clients choose to engage with us for investment management and financial planning services. For our investment management services, we are compensated with an annual fee based upon the amount of money we manage on our client's behalf. This fee is billed quarterly in advance and debited from their account(s). In addition, specific fees and expenses associated with individual investment products may apply. All fees and expenses are fully disclosed and explained before the relationship begins. Our fee schedule for investment management services is available here. For financial planning services, we are compensated based upon the complexity of a client's financial situation. Our fee schedule for financial planning services is available here. For complete details on our products and services, please see our Brochure Form ADV Part 2A here.