By Email: Comments & Questions
We would be happy to hear from you if you have a comment or question about our services.
Send us an email:
For Non-Securities Related Matters: jdavis@moneyjungle.com.
For Securities Related Matters: jdavis@cfiemail.com.
Request Newsletter
If you would like for us to send you a copy of our recent newsletter, please send us a request by email or call us by telephone.
The following topics are those in which we have expertise. We’d be happy to discuss any of these topics with you.
- Comprehensive Financial Planning
- Wealth Management / Investments
- Stock Options & Concentrated Positions
- Estate Planning / Gifting / Asset Transfer
- Securities Brokerage
- Investment Securities & Insurance
- Real Estate
- Retirement Planning for Individuals / Lump Sum Distribution Planning
- Educational Funding
- Retirement Planning for Businesses
- Business Services
- Risk Management / Insurance
- Credit & Debt Management
- Trust Planning and Management
- Tax Consultation and Return Preparation
By Telephone:
To arrange for an exploratory meeting by phone, simply call 415-752-6222 for an appointment. Normally, we are able to schedule an initial appointment within three to four weeks. If your situation is urgent, we will make every effort to accommodate your needs.
Incidentally, our phone number is easy to remember because 415-752-6222 spells PLAN-ABC or PLAN-222.
By U.S. Mail:
Our headquarters and mailing address is:
The Financial Advisory Group
55 Buena Vista Terrace
San Francisco, CA 94117-4110
Phone: 415-752-6222