Financial Advisor - San Bernardino

Helping You Plan Financially For Tomorrow… Today

We at Financial Planning Platform, deliver exemplary financial services for a secured future for people like you! As a client, you will have access to the best financial advisors in San Bernardino. Trust in our advice and guidance as we help you pick and choose from the umpteen options available in the investment market. Our unmatched expertise and dedication to serve your needs is what drives us to give you the best possible answers to all your questions regarding financial endeavors. Right from proper paperwork to suitable quotations, you can trust in our ability to provide you with only apt and feasible choices for your monetary decisions.

When I bought my first car, I, like most people, opted to stick with the default insurance policy with less than desirable results. Having bought a new car recently, I was looking to get extra peace of mind. That’s when I came across Paul from FPP. Compared to my friends, I got a really good deal! Now I drive around with the added safety net of a comprehensive car insurance (at a great price!).

Jake Wade

Financial Planning & Insurance Services For Your Family & Business

Our customers’ interest come first: our goal is to offer you the best investment and insurance options available. 

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College Funds

With the ever-increasing competition to get into a college of your dreams, the time to start saving for college is now. Whether it’s for your own college education, or for your family, FPP can give you the best college savings plan in the area. Starting a college savings plan early-on is as important as the college you are considering for your future. Contact us for financial services in San Bernardino today!

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Auto & Home Insurance

A vehicle and a home are marks of your achievements and successes. They are a necessity and provide utility to you and your family. So, why leave your precious investments to chance? Get in touch with us for the best home and auto insurance plans around! Secure the future of your home and your vehicle against any damages due to unforeseen events. If you’re looking for a financial planner in San Bernardino, learn more below:

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401k and roth IRA services

401K & Roth IRA

Making plans for the future is always a smart decision, especially when it comes to planning out your retirement funding. Whether you choose a 401k, Roth IRA or both, you will need the right type of guidance to see which option will be the most lucrative and beneficial one for you.

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Life Insurance

Your life is extremely precious to you, to your family, and also to us. So, take no risks when it comes to their safety. We are one of the best life insurance advisors and financial advisors in San Bernardino. We can assist you in making smart and calculated choices for yourself. With our life insurance plans, you are ensuring a risk-free future for you family, even when you’re not there to take care of them.

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Annuities

To stay safe in a rather unpredictable world, the best plans start with the decision to invest. You won’t just be investing, but investing safely, and reaping the benefits on a regular basis too. Pick the perfect annuity scheme for the betterment of yourself and your loved ones, and create a blanket of security that we will provide.

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Retirement Planning

After years of hard work and dedication, you deserve a retirement that feels less like a burden and more like a well-deserved break. If you are to retire, let us help you add more to your success. We offer great retirement plans in San Bernardino that will make the rest of your journey feel like a vacation that you have rightfully earned.

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Go Ahead. Put Your Finances to Work.

If you are looking for the best financial planners in San Bernardino, then Financial Planning Platform is the horse to bet on. Whether you need assistance with planning college funds or investing in a retirement plan, we’ve got all the options you’ll ever need.

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Planning Ahead

It pays to plan ahead. With the Financial Planning Platform overseeing your childrens college fund, or your retirement, you can feel safe knowing you’re in good hands.

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Financial Diversity

With the Financial Planning Platform, comes a diverse group of financial and insurance providers who can offer you the best options.

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Insuring Your Life, Family, & Assets

We can never be too safe these days. Having insurance for your family, home, and auto – means you can sleep good at night, knowing you’re covered.

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Understanding Your Finances

Sitting down with a Financial Planning Platform financial and insurance advisor can help you figure out the best options for your current situation. Call today to schedule an appointment.

FPP Blog & News

Understanding Various Types Of Loans

Most people experience a time in their lives where they need to borrow a large sum of money. This can be for college, a house, car, or any other significant life event. Taking out a loan is a commitment, and...

6 Steps To Repair Bad Credit

Technically, credit repair is a process that involves fixing your bad credit score in any way that you can, whether it's on your own or with the help of a financial advisor. Some people think the term "credit...

What Is A Money Market Account (MMA)?

A money market account, or MMA, is a kind of savings account that is often associated with benefits such as having access to debit cards and check writing. Traditionally, the interest rates offered by these...

The Role Of Financial Planners In Marriages And Divorces

Marriage can be the most joyous occasion of one's life, filled with bright hopes for the future that you will share with your partner. For many people, unfortunately, separation and divorce may come along to...

What Are Certificate Of Deposit Accounts (CDs)?

Looking to invest your money in a secure way? Certificate of Deposit (CD) accounts are among the safest offers from banks, credit unions (called Share Certificates) and brokerage firms. Compared to leaving...

Testimonials

I was fast approaching retirement and was worried about what shape my finances would be in when I did. When I got in touch with FPP, they were courteous and listened to everything I said. I remember I walked out of there with a smile that day and it feels great to have this issue sorted!

@GEORGE

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Considering how expensive education has become, we were looking out for someone who was competent enough to give us a plan which didn’t involve cutting back too much. I’m really glad to say Paul delivered and now we have our kids studying in prestigious universities.

@JANE

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I always thought a life insurance is something that no one opts for. I chanced upon FPP’s website and opted for a free consultation. Paul made sure that I understood the benefits of having life insurance to make the most of my savings. Now I’m proud to say I’ve got full coverage!

@ELLEN

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Financial Planning Platform

Experience sound, trustworthy financial planning from a completely new perspective at Financial Planning Platform

We at FPP are committed to understanding your unique personal needs when it comes to securing a comfortable lifestyle for you and your loved ones. Our services are designed to help you focus on the more fulfilling goals life has to offer.

Contact us For a Free Financial Consultation Today

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