Planning Services Inc

Incorporated in 1999, Index Funds Advisors Inc. (IFA) is a fee-only independent financial advisor registered with the United States Securities and Exchange Commission. Based in Irvine, Calif., the company provides a wide range of financial advisory services, including wealth management by utilizing returns-optimized, globally diversified and tax-managed portfolios of index funds. Index Funds Advisors Inc. (IFA) is a Dimensional Fund Advisors (DFA) approved financial advisor and advises clients to invest in index mutual funds (passive asset class funds).

Yosemite Capital Management is a registered investment adviser located in Newport Beach, CA, offering a comprehensive range of financial services, including investment management, financial planning, and wealth management. They cater to diverse clients, including business owners and women seeking tailored financial strategies to achieve their financial goals. Committed to providing personalized advice, Yosemite Capital Management emphasizes the importance of financial clarity and security. Their team guides clients through various facets of wealth management, including tax planning and retirement strategies, ensuring a responsive approach to each individual's unique situation. Generated from the website