Heartstone Capital Management, Inc. is your first stop for advice about money issues. Here, you can get objective, practical, and specific solutions to your needs.
I offer fee-only financial planning and investment services. 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?” Did you lose sleep in 2000 or in 2007 when the stock markets fell? If your spouse passed away, what exactly happens monetarily? If you both died, who gets custody of your children? Can you pay your mortgage off early? Can you retire safely at 62, or should you wait until later?
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? Maybe a child’s college fund that is making you despair of more than junior college? I can professionally manage your investments. Please see here for details, and then start growing your balances again!