At the Schomer Law Group, our mission and driving passion, from the day we opened our doors, has always been to protect our clients and their loved ones from the ravages of probate, taxes and litigation. We have helped hundreds of local families over the past decade and are grateful to have had the privilege of making a difference in our families’ security.
Our efforts have paid off not only with amazing clients, but also with numerous accolades from our peers including being repeatedly recognized by the California Super Lawyer
® organization and recognition as a leading California Trusts & Estates law firm.
Despite our success, one of my frustrations has been that our good work is meaningless if a client’s financial assets are not adequately protected and growing through proper investments. On numerous occasions, I have watched our clients struggle to obtain objective financial advice. I have shared the pain when investment portfolios have failed to meet expectations or even deliver reasonable rates of return. Rarely did I find a professional who understood my clients from all perspectives. In this frustration I was convinced that there must be a better way… and I am pleased to share with you the results of my journey towards finding the solution.
Earlier this year I started Align Financial Coaching, LLC
, a Registered Investment Advisory company, offering fee-only financial planning. My partner in this new venture is my long-time friend John H. Maninger
, a Certified Financial Planner® and Chartered Financial Consultant®, who has been helping families reach their financial goals for over a decade. I am thrilled that now we can empower our clients to take control of their future by educating them on how to use academic and scientific based investing to avoid stock picking, market timing and forecasting based on past performance in order to achieve financial peace of mind.
To introduce you to this exciting new solution, we’re hosting a special seminar for only a select group of my estate planning clients and trusted network of professionals. I will share with you a perspective on investing that will transform how you view your investments forever.
During our presentation, we will discuss the following topics on traditional investment models:
- Why market timing does not work
- Why stock picking does not work
- Why an investment’s track record means nothing about how well it will do for you
- The ‘big secret’ of what’s killing the return in your portfolio
- How you can be a very successful investor without using these speculative methods
Please join us for our first financial planning seminar