Creekside Partners

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Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

21 Years

in Business

(925) 284-1260Visit WebsiteMap & Directions3595 Mt Diablo Blvd Ste 300Lafayette, CA 94549 Write a Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Creekside Partners

Tax Planning
The CFP® mark identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

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Places Near Lafayette with Financial Planning Consultants

Orinda (5 miles)
Walnut Creek (5 miles)
Moraga (6 miles)
Pleasant Hill (8 miles)
Alamo (9 miles)
Piedmont (12 miles)
Concord (13 miles)
Danville (13 miles)
Berkeley (13 miles)
Martinez (14 miles)

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Neighborhood

Downtown Lafayette

Other Links

http://www.creeksidepartners.com

https://creeksidepartners.com

Categories

Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Investment Management, Investments, Retirement Planning Services, Stock & Bond Brokers, Taxes-Consultants & Representatives

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Details

Phone: (925) 284-1260

Address: 3595 Mt Diablo Blvd Ste 300, Lafayette, CA 94549

Website: http://www.creeksidepartners.com

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Creekside Partners

Tax Planning
The CFP® mark identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Estate Taxes
Roth IRA
We will map out your financial plan while discussing the benefits of different types of retirement plans (e.g. IRA, Roth IRA, SEP-IRA, 401(k) plan if available), cash flow projections based on saving, risk management, planning for inheritance, and other life occurrences.

Investment Management
Andy has over 25 years of investment industry experience. Prior to starting Creekside in 2007, Andy served as Vice-President at Fisher Investments where he focused on research, client relationship management and portfolio management. Andy was directly involved in the portfolio construction of over 700 million dollars for private clients and foundations. During his nine-year tenure at Fisher, he was a part of the team that grew the firm’s assets from 2 Billion of assets under management to over 43 Billion.
Bonds

Financial Planning
Teresa was awarded the Certified Financial Planner designation in 2009. She is a member of the Financial Planning Association and a past co-chair of a committee for the San Francisco Financial Women’s Association.
Retirement Planning
Annuities
Insurance is often overlooked, so we help clients review their property, causality and umbrella policies. We also review annuities and long- term care polices to make sure they are appropriate. NOTE: we do not sell any insurance or annuity products at Creekside Partners, nor do we have any affiliation with any company that does.
College Funding
Why are 529 College Plans so popular for your child’s college and secondary education? How soon should you start saving? We’ll show you a variety of plans with the benefits of each, including tax-free growth and distribution and low asset-based fees.

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