Heartstone Capital Management, Inc. is your first stop for advice about money issues.Here, you can get practical, objective, and specific solutions to your needs.
I offer financial planning and investment management services on a fee-only basis. Your initial consultation is free, and our conversation can either be face-to-face if you are local (Southern California*), or entirely via telephone and web. What is Financial Planning, and why would you consider it?
Do you know if contributing 4% into your 401(k) is “enough?”If your spouse passed away tomorrow, what exactly happens monetarily?If you both died, who will take care of your children?Can you pay your mortgage off ten years early?Do you have an emergency fund?
I can answer some or all of these questions, depending on your situation and needs.Contact me and ask the questions that matter to you!
What is Investment Management?
Do you have an old IRA with 20 mutual funds that you don’t remember buying?Will your child’s college fund pay for more than junior college? Can you retire early?
I can professionally manage your investments, based on your needs, risk profile and timeline.
* We are located in Aguanga, CA; proximate to the Temecula/Murrieta, Hemet, and Palm Springs/Desert areas. The entire Inland Empire is close by. San Diego, Los Angeles, and Orange County are all but a quick trip away. With the ease of phone and internet, I proudly serve "all of Southern California and beyond!"
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Logo designed by Vintagon. Photos by Delisa Mannix.