Matthew R. Etzler, CFP®, CRC®, CRPS®, ChFEBC℠
Red Bluff, CA, Tehama
Red Bluff, CA, Tehama
Conflict-Free AND Sales-Free Advice
Etzler Financial Advisors is an independent, fiduciary advisory firm. We are proud to be included in the select but small group of financial advisors that act exclusively as a fee-only fiduciary.
We provide conflict-free and sales-free guidance and support for all personal financial matters including retirement, taxes, investments, cash flow, risk management, estate preservation and anything else that impacts your life.
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What do you love most about your job?
As an independent fee-only fiduciary, I am in the unique role of helping people make smart financial decisions and achieve lifelong financial success; with help to plan their journeys and achieve milestones, change course when needed, and support for everything that life brings their way. I call it commitment. My clients call it peace of mind.
What inspired you to start your own business?
I am passionate about helping others improve their quality of life and realize their life dreams.
Considering the uncertain and rapidly changing times, it has never made more sense to seek professional financial advice. Unfortunately, there’s a lot of noise in the financial world today, things can be complex, and a large number of people just want to get in to consumers' pocketbooks, for their benefit, not for the consumer.
Most "financial advisors" have an inherent conflict of interest because their compensation is linked to product sales. I saw a need for people to obtain personalized financial advice without the conflicts of interest. That’s why I created an advice-only financial firm -- we don’t sell products. It’s always about putting the clients’ interests first – the way that it should be.
I believe that the foundation of a better advisory experience is my passionate commitment to make a difference in the lives of my clients. My independent, conflict-free approach is designed to help serve clients better; help to build, protect, and carry on what’s important.
Why should our clients choose you?
We might be the right fit:
If you're worried about your financial present or future
If you're concerned that you're paying too much in taxes
If you're overwhelmed by the amount of information available
If you're questioning if you're on track to achieve your goals
If you're wondering if your resources will support the lifestyle you want
If you're wondering where the money will come from to fund your retirement
If you're questioning the value of your current advisors
If you're skeptical of conflicted advice from bank, brokerage, or insurance representatives
Financial planning
Retirement planning
Tax planning
Estate planning
Investment planning
Risk management
