Here's what people are asking.
Here's what people are asking.
How is Factor Financial different from other firms?
Are you a fiduciary—and what does that actually mean?
Where is my money held?
What retirement planning services does Factor Financial provide?
What’s your investment philosophy?
How do you get paid?
How do I know you’re not Bernie Madoff?
How is Factor Financial different from other firms?
Most firms chase scale. We care about substance.
No product pitches. No recycled advice. What you get instead is thoughtful strategy—built for your lifestyle, your goals, and your legacy. You work directly with the CFP® professional who builds your plan (not someone who just read your file five minutes before the call).
Are you a fiduciary—and what does that actually mean?
Where is my money held?
What retirement planning services does Factor Financial provide?
What’s your investment philosophy?
How do you get paid?
How do I know you’re not Bernie Madoff?
How is Factor Financial different from other firms?
A Better Retirement Starts With a Conversation
Book a Call
We work best with people who:
Are retired or within 5 years of it
Have saved between $1–5 million
Hate taxes, love income
Value expert advice and prefer to delegate the complexity of retirement planning
A Better Retirement Starts With a Conversation
Book a Call
We work best with people who:
Are retired or within 5 years of it
Have saved between $1–5 million
Hate taxes, love income
Value expert advice and prefer to delegate the complexity of retirement planning
A Better Retirement Starts With a Conversation
Book a Call
We work best with people who:
Are retired or within 5 years of it
Have saved between $1–5 million
Hate taxes, love income
Value expert advice and prefer to delegate the complexity of retirement planning
2281 Lava Ridge Ct, Suite 200, Roseville, CA 95661
©2025 Factor Financial. All Rights Reserved.
Resources
2281 Lava Ridge Ct, Suite 200, Roseville, CA 95661
©2025 Factor Financial. All Rights Reserved.
Resources
2281 Lava Ridge Ct, Suite 200, Roseville, CA 95661
©2025 Factor Financial. All Rights Reserved.
Resources