|
"Create Balance in Your Finances and
You Create Balance
in Your Life"
Our Clients Speak Out
“Alexandra and the Wealth Plus team presented a thoughtful and well crafted strategy that was in alignment with my needs, values, and sensibilities. I have been given access to excellent programs and opportunities in crafting a plan to best suit my financial well being. Alexandra gave me clear, in-depth answers to my questions in a patient and non-judgmental fashion while broadening my understanding of the forces affecting my finances. Our work together is helping me to elevate my wealth while maintaining peace of mind!”
Scott Valentino
Fairfax, CA
These testimonials may not be representative of the experience of other clients and these testimonials are no guarantee of future performance or success.
|
 |
 |
|
|
Frequently Asked Questions about
Wealth Plus Financial Management Consultants
1) What exactly does Wealth Plus do?
As an independent financial management consultant, Alexandra looks at your entire financial picture, from your checking account to your car insurance and retirement accounts. She then works with you to create an individual plan that you feel good about. Alexandra works with many different products and companies to offer you a truly customized approach to your understanding, use and enjoyment of money.
2) How socially responsible is Alexandra’s advice?
Social responsibility can mean different things to different people. The recommendations and choices discussed will be as responsible as you would like them to be. Our staff prides itself on the comprehensive research we do for our clients.
3) How much does it cost?
It depends on your needs. Our services are fee—based (paid by the client either hourly or by the project) or commission—based (paid by the company whose products we represent) depending on your needs.
4) How do I get started?
Call our office at 415-457-8936 in Northern California and 1-800-575-8558 Nationwide.
When you call we’ll send you a packet of information. The packet contains a questionnaire with questions regarding your background, habits, beliefs and goals. For example:
- Do you read any magazines, books, newspaper articles about money and finance?
- Do you believe that you can only make more money by working harder?
- Do you know where your money goes each month?
- Do you feel good about it?
It is important for us to get to know you. We will ask questions about your assets, loans, debt, insurance, etc., but it is just as important that we get to know you and what you need. The packet also contains some additional information about Wealth Plus and our philosophy.
5) What are Alexandra’s credentials?
- Member, Washington State Bar Association; licensed to practice law since 1981.
- California Insurance License #0B49891
- NASD Securities License: General Securities Principle 24 and General Securities Representative Series 7 in the state of California, Arizona, New Mexico, Texas and Washington.
- Master Prosperity Teacher certificate, 1990 from The Masters School
- Wealth Plus, Inc. is a Registered Investment Advisor.
Call now to schedule a financial evaluation and review at
(415) 457-8936 or toll-free at (800) 575-8558.
|
Wealth Plus Inc.
Wealth Management Advisors
2173 Francisco Blvd E, Suite I
San Rafael CA 94901
Phone: (415) 457-8936
Toll Free: (800) 575-8558 Fax: (415) 457-8937
|
California Insurance License #0B49891. FINRA Securities License: General Securities Principal 24 and General Securities Representative Series 7 in the state of California, Arizona, New Mexico, Texas and Washington. Wealth Plus, Inc. is a Registered Investment Advisor in the state of California. Securities offered through MTL Equity Products, Inc., 1200 Jorie Blvd., Oak Brook IL 60523-2269. Member FINRA & SIPC. www.FINRA.org, MTL Equity Products, Inc. and Wealth Plus Inc. are independently owned and operated.
Serving clients in San Francisco, Mill Valley, Corte Madera, Larkspur, Sonoma & Marin County, and greater Bay Area |
|
|
