We help clients enjoy their money.

Managing your assets is a full time job. Precision Planning Financial Group allows you to focus on what you do best.

Let us identify the blind spots, build your wealth, and help you create a legacy. Our team of experts follow a rigorous process beyond math, science, and data to create planning solutions that meet all your needs.

“Our process will give you confidence in the solutions we implement.”

We help clients enjoy their money.

Managing your assets is a full time job. Precision Planning Financial Group allows you to focus on what you do best.

Let us identify the blind spots, build your wealth, and help you create a legacy. Our team of experts follow a rigorous process beyond math, science, and data to create planning solutions that meet all your needs.

We help clients enjoy their money.

Managing your assets is a full time job. Precision Planning Financial Group allows you to focus on what you do best.

Let us identify the blind spots, build your wealth, and help you create a legacy. Our team of experts follow a rigorous process beyond math, science, and data to create planning solutions that meet all your needs.

Is Financial Uncertainty Holding You Back?

At PPFG, we understand that the seas of finance can be stormy and unnavigable without a trusted compass. Many face common financial fears and challenges that can hinder progress towards their goals.

Fear of Insufficient Funds
Paralyzed by Decision-Making
Drowning in Information
Starved for Time Seeking a Beacon of Trust

Your Trusted Financial Partner

At Precision Planning Financial Group, we're more than just advisors; we're your partners in
navigating the journey toward financial freedom. Understanding your challenges and aspirations
helps us steer you through the complexities of financial planning with confidence and care.

Understanding Your Struggles

Each journey is unique, and so is our
approach. By focusing on your specific
financial landscape, we tailor strategies
that address your concerns, leverage your
opportunities, and anticipate your needs.

Demonstrating Our Expertise

Commitment to Community

We utilize a blend of advanced tools,
ongoing education, and robust market
analysis to ensure that every financial plan
is built on solid, strategic foundations.

PPFG is deeply invested in the communities we serve. We believe in giving back and actively participating in local initiatives and financial education programs. Our tailored financial services extend to small and medium-sized enterprises, helping local businesses grow and thrive.

Our Memberships and Affiliations

Why is Holistic Planning important?

Developing a precise financial plan means looking at every planning area and vulnerability to develop the right mix of solutions.

Our Value Proposition

1.

Reliable Planning Approach

You can rely on financial planning to make decisions. Most people do not have a plan; they have an idea of what’s in place, but it’s disconnected.

2.

Investment Framework & Methodology

Built with math, science, and data so we can take an objective approach to your plan.

3.

Clarity & Transparency

Once we show you where you are vs. where you want to be, it can be eye opening.

4.

Confidence

Most lack conviction in their investment choices. We remove emotion from the decision making process and give you confidence in the plan.

5.

Emotional Intelligence

We utilize the principles of behavioral finance to guide our clients and help them identify implicit biases.

Insights

What Our Clients Say

Larry Garcia

Manager PT. Rumah Kita

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Ronald Franklin

Founder Rumah Belajar

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Get Our Checklist for Evaluating a Financial Advisor: Precision Criteria

PHONE

 626-655-1911

ADDRESS

We look forward to connecting with you. 

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