Since 2002, we have helped create programs and portfolios to meet long-term financial goals. Financial planning and money management is what we love to do. Have questions about investments, taxes, retirement, estate planning, or working on goal based planning? I would be glad to help!
Already working with and Advisor? Our team is comprised of the best fiduciary financial advisor and people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. You can count on unbiased recommendations and impartial guidance to help facilitate good conversation and strengthen the relationship with your current advisor for a better financial planning and money management experience.
As the best fiduciary financial advisor, we start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals (goal based planning) and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance. This is the best way to implement financial planning and money management.
Just getting started and not sure where to begin? Start with goal based planning. Get course material and live training in both one on one and small group settings. Let us teach you how to handle your money before it handles you.
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans every five years, or before any major life transition.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
501 Saint Charles Circle Myrtle Beach, SC 29588 843-293-0007 7590 Fay Ave Suite 512 San Diego, CA 92122 858-454-3558 Jim@cairninvestor.com
Monday - Thursday: 8am - 4pm
Friday: 8am-1pm
Saturday - Sunday: closed
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