Financial Advisors Network

Specialties

We take great care to understand our clients’ lifestyles, wishes, goals and family dynamics. After we develop a thorough understanding, we construct a detailed plan that is specific to our clients’ wealth management and life goals.

Education. Comprehensive financial planning. Excellent service. This is what we offer through:

1. Retirement planning

2. Tax planning

3. Investment planning

4. Estate planning

5. Insurance planning

FAN pledges to work in our clients’ best interest at all times. We believe in transparent relationships and are committed to providing our clients’ with a fiduciary service.

Our mission is to care for retirees, pre-​retirees and business owners through education, comprehensive financial planning and excellent service.

Helping people is our passion and it is our desire to help our clients and their families to pursue their financial goals.

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Securities are offered through LPL Financial, Member SIPC. Additional advisory custodial services offered through Charles Schwab, Member SIPC. Investment Advice offered through Financial Advisors Network, Inc. a registered investment advisor. Financial Advisors Network, LPL Financial and Charles Schwab are separate entities.

The LPL Financial Registered Representatives associated with this site may only discuss and/​or transact securities business with residents of the following states: AK, AZ, CA, CO, FL, HI, ID, IL, MD, ME, NC, NJ, NV, NY, OH, OK, OR, SC, TX, UT, VA, WA.

History

Established in 1999.

Our planners are passionate about teaching and believe that continued education is the key to empowering our clients. We hold relevant seminars on a regular basis so we can make sound decisions together.

We teach these classes so our clients understand our key philosophies and are aware of the many law changes. We cover five main areas of proficiency in our financial planning classes and combine the many different areas of your financial life into one important big picture.

Meet the Business Owner

Rod K.

Business Owner

It is my pleasure to lead Financial Advisors Network, a vision which began in a small home office in 1999. Our business would not be here today if it weren’t for all of our very special clients and our desire to help people work towards their financial goals. We have grown over the years and still continue to promote a family-​style office because we see our clients as our friends and care about them and their livelihoods.

Third party providers listed below are not affiliated or endorsed by LPL Financial. Clients are not obligated to choose any service provider referenced.

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