You're busy. We get it.

Saving You Time And Money

Saving You Time And Money

At Hood Financial, we know that time is your most precious commodity- not money.  With so many people and things competing for your time and attention, it’s no wonder that family, faith, fitness, friends, and fun often takes precedence over planning, pie charts, and portfolios.

We also recognize that the time you’ve allotted to address financial issues may not always fit into a typical 9:00 to 5:00 time frame.  Don’t like meeting in old stuffy offices?  Neither do we.  That’s why we are available 24/7 via phone conferences, Zoom online meetings, or house calls.  Why get up and drive across town if you don’t want to?  We make it easy and convenient- all without stress.

We've operated this way for many years and our clients appreciate it.  We will accommodate you and your schedule- not the other way around- and serve you as efficiently as possible so you have more time to do those other things that really matter most.  (Because frankly, we’d sometimes prefer doing other things too!)

You’ll soon learn that we love doing things differently.  Everything from our financial solutions and attitudes about client service, to the tone and messaging of our website content- sets us apart.  There is no other firm just like ours, as there is no one else that's just like you.  We greatly value our uniqueness, objectivity, and independence.  We think you will too.

We are so committed to saving you time and money, we begin every contact with a potential new client with a casual 10-15 minute "Get Acquainted" phone call only, and not a formal appointment.  We want to first find out a little about you and your situation and see how we might best be of service to you before meeting in person.  Call us today at 760-752-7848, email us here, or click on this calendar link to schedule your phone appointment.  If, after speaking together we both feel there is a fit, we'll arrange for a free 90 minute consultation- on your terms, not ours.  Either way, there is no cost or obligation.

After 30+ years of successfully helping clients get not only to, but through retirement, we feel like we've cracked the code on what it takes to create, maintain, and enjoy a worry-free retirement.  But, as you can imagine, we can only help a limited number of people at a time.  Give us a call so we can discuss what it would look like to include you among them. 

We are proud to provide you with references- both from clients and other professionals we've worked with- upon request.  And, we are always open to including any of your family members or other advisers and professionals in our planning process, if you desire.