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Anne Pettay

Financial Representive
Social Sites:		Guardian 3111 Camino del Rio South #200 San Diego, CA 92108
Ideal Client:	Company Description: We are a nontraditional financial planning firm as we want our clients to be the most efficient with their cash flow, being sure their assets are protected and they are systemically saving money. We teach our clients how important it is not to chase interest rates, but utilize products that are predictable and dependable. Education and examining financial myths are a vital part of our practice. We organize our client’s financial life on a tool called the Living Balance Sheet, which all client’s have their own individual login (see www.livingbalancesheet.com). We work with both individuals as well as small businesses throughout each phase of their life, making sure their retirement years live up to their dreams. Please call me for a free consultation to learn how we might be able to improve your financial future.