Clarity for Today.
Confidence for Tomorrow.
Fee-only financial planning to help you feel confident about your money and your future.
When Life Changes, Financial Questions Get Bigger
When life brings changes, your finances often need to adapt too.
Maybe this sounds familiar:
You’re nearing retirement and wondering what life will look like without a paycheck.
You’re preparing to sell the business you’ve built and wondering what comes next.
You’ve been sorting through financial decisions while grieving the loss of someone you love.
You feel unsure about how to manage a sizeable inheritance.
In moments like these, it can be hard to know which way to turn. That’s when good advice matters. As a fee-only, fiduciary financial planning firm, we offer guidance built around your best interests—the way advice should be.
Financial Planning for Your Whole Life
Our clients want someone to advise on their entire financial life, not just their investments. They seek a team of financial professionals with expertise, reliability, and consistency. And, they want to work with an advisory firm over the long term to achieve their goals.
Our clients may include:
The Difference the Right Financial Advice Can Make
Our goal is to help you:
Bring It All Together.
Have a single coordinated plan that connects all the areas of your financial life.Stop Second-Guessing Your Decisions
Lean on professionals who do this every day, so you don’t have to figure it all out alone.Have Confidence in Your Financial Future
Feel assured that your plan will support your life now and in the years ahead.
How We Work Together
1
Start the Conversation
Schedule a complimentary introductory call.
2
Understand Your Picture
We learn your goals and gather the financial details.
3
Keep the Plan on Track
Your ongoing plan is adjusted as life changes.
Services to Support Your Financial Life
Over the years, we’ve helped families and individuals navigate nearly every corner of their financial lives. Here’s how we can help.
Create a plan that connects every part of your financial life.
Ensure you have the right protection without paying for what you don’t need.
Choose the right time to claim benefits and make the most of what you’ve earned.
Estate
Plan how your legacy will carry on and care for the people you love.
Know when you can retire and how to sustain the life you’ve built.
Make decisions that help reduce taxes and keep more of what you earn.
Choose the right education plans for your children and grandchildren.
Give in ways that reflect your values and maximize the impact of your generosity.
Have a disciplined strategy to help achieve your long-term goals.
Offer retirement plans that support your employees and your business.
Understand your coverage options and how they fit into your broader plan.
Save, spend, and give while staying on track for the future.
Develop a plan to manage or eliminate debt while still building for the future.
Make confident choices about coverage as you approach retirement.
About Eclectic Associates
Founded in 1984 by Bill Camp, Eclectic Associates has grown from its Central Valley roots into a long-standing financial planning firm based in Fullerton, serving families and individuals throughout Orange County and Los Angeles. What began as one person’s promise to do right by his clients has grown into a team still guided by that same commitment.
As an independent, fee-only fiduciary firm, we provide unbiased advice focused on our clients’ best interests. For four decades, we’ve helped people make thoughtful financial decisions—because good advice matters, and over time, good decisions add up.
Why Good Advice Matters
Especially when it comes to your finances.
Good financial advice can be hard to come by. Here’s how to recognize it when you do. Because when you experience good advice, you can be confident in your plans for the future.
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Your advisor should act as a fiduciary, committed to your success above all else.
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Great advice starts with listening: your goals, values, family, and future plans.
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You should feel confident in the advice you receive, not confused by technical language.
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Investment guidance is integrated with tax strategy, retirement planning, estate considerations, insurance, and cash flow.
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Recommendations are backed by research, sound reasoning, and proven principles, not trends or sales pitches.
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You’re part of the process, and you understand how your advisor is compensated and why certain strategies are recommended.
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Your financial plan should reflect your unique life—not someone else’s.
Is Eclectic Associates Right for You?
We may be a good fit if you:
Want a thoughtful, lasting relationship with your financial advisor—someone to turn to when life gets complicated
Have more than $500,000 in investable assets
alue clear, objective guidance from a fee-only fiduciary team that takes the time to know you and puts your interests first
If this sounds like you, let’s talk about how we can help you move forward with confidence.
Ready to Take the Next Step?
If you’re wondering whether you’re on the right path, you don’t have to figure it out alone. We’d be glad to sit down, hear your story, and talk about where you want to go next. Schedule an introductory call to start the conversation.
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