A free service provided to members of this platform, along with those who are referred by someone on this platform. Providing the best approach to keeping more money in your pocket (and giving far less to SDG&E, SoCal Edison, PG&E,…
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A free service typically used alongside a solar system design to provide the most value for your system, but can also be done separate from a system design.
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Premium solar patios and sunroom structures made with bi-facial panels and lifetime warrantied structures!
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PV Solar energy systems and solar thermal for pools.
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We have several different investment approaches available from which I customize to some degree for each client based on their risk-profile, goals, and circumstances. Many clients prefer a managed allocation model approach wherein they can select, in conjunction with their…
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Many of my client engagements begin with a financial plan, which lays out client goals along with a roadmap to and through retirement. We use MoneyGuidePro, which provides a statistical estimate of achieving client goals – e.g., 87% likelihood of…
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