We've Got You Covered
It's not just about your money, it's about your life. Our CERTIFIED FINANCIAL PLANNER™ professionals understand how complex your financial situation can be, and we're here to help. Whether you're nearing retirement, in retirement, had a life altering event or need investment advice, Pure Financial's FEE-ONLY FIDUCIARY financial advisor team helps craft an investment strategy and retirement plan based on the best interest of your financial goals. Fee-only advisors abide by the fiduciary rule, so we always work in our clients' best interest and never take commission. Retirement planning and investment management are our specialties. Your portfolio is built to work towards and support the life you've always dreamt about.Talk to an Advisor
Prepare for Retirement
Ensuring that you are prepared for retirement can be highly complex. You’ve worked hard enough to get to this point, so leave that work up to us. Our team of CERTIFIED FINANCIAL PLANNER™ professionals can help guide you through the retirement planning process. Let us take care of the complexities, while you enjoy life.Retirement Planning
Find Your Advisor
Pure Financial is a fee-only advisory firm that has hand-picked a team of qualified and credentialed professionals who are working to help you achieve your financial goals. Get to know our advisors and see how we can help you.Meet the Team
Reduce Your Tax Liability
At Pure, one of our key financial planning strategies is finding ways to reduce the amount you pay in taxes annually. We devote substantial resources to develop tools and implement strategies that help control your tax burden now and in the future.Tax Planning
Invest for Your Future
Pure’s asset management relies on evidence-based investment principles and decades of time-tested research. We design and manage portfolios utilizing a long-term, prudent investment strategy designed to let the power of the markets work for you.Investing Home
Never Stop Learning
Education is the foundation of a successful future. Here, we believe your financial journey should start with learning. We provide weekly content to help you through the ongoing process of creating your financial plan. Visit our learning center to take advantage of our financial resources.Education Home
Jumpstart Your Retirement IQ With Our 2-Day Planning Course!
Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, our wealth management and retirement planning course will help you make informed decisions for your future. Retirement Planning Class tuition ranges from $30-60 depending on location.
Have a Question? Ask PURE!
Get your questions answered by credentialed financial planning professionals in Pure Financial's Question of the Week. Our registered investment advisors will send you a response directly to your inbox. Your question may also be featured on Your Money, Your Wealth®!