Schreiner Financial Solutions - Fee-Only Financial Advice for Middle Income Americans Located in La Mesa in San Diego County.

We shall act in good faith and in our client’s best interest at all times.

We shall provide written disclosure to oury client of any conflicts of interest that may compromise our impartiality or independence.

We shall not accept any referral fees or compensation that is contingent upon the purchase or sale of a financial product.

SFS Pledge to Clients

In all of our dealings with our clients, we pledge to be:

Professional in conduct. We will protect your privacy and will not sell or in any other way provide your information to any type of vendor. We will maintain the highest ethical standards possible in our work and our treatment of you.

Current in our knowledge. We will continually enhance our skills and credentials through continuing education and voracious reading and we will refer you to other professionals when you need help in an area outside our expertise.

Educational in nature. One of our main roles is to education you about your financial situation by explaining often complex financial matters in an understandable way and by explaining how the different choices we offer will affect your financial situation. We welcome your questions and input and always take the time to make sure you understand what we are recommending and why.

Committed to your success. We are in financial planning to help you through often difficult financial situations and decision-making. Our greatest reward is knowing you feel secure and confident about your financial situation and your future.

©2010 Schreiner Financial Solutions. All rights reserved.