GoTo-Financial — Money & Investing Advice

Education & Videos

A growing library of short, practical videos on money, planning, security, and the tools we make available to you — all included for our clients.

Overview of AssetPlanet

A guided tour of the Organizer, Planner, and Protector modules — included for our clients.

Visit our YouTube Channel
GoTo-Financial

Fee-only, fiduciary concierge wealth management for households and their legacies. Client assets custodied at Charles Schwab.

Firm
(818) 835-9053 · Ventura, CA 143 Sherwood Dr, Westlake Village, CA 91361 Privacy Policy Form ADV Part 2A Investment Policy
Disclosures. GoTo-Financial is an investment adviser registered with the California Department of Financial Protection and Innovation (DFPI), based in Ventura, CA (CRD/IARD #155948). This website is for informational purposes only and is not an offer or solicitation to buy or sell any security, nor investment, legal, or tax advice. Advisory services are provided only under a written agreement and are described in our Form ADV Part 2A. Investing involves risk, including possible loss of principal; past performance is not indicative of future results. Advisory fees reduce returns; fees are negotiable and set in each client’s advisory agreement. Registration as an investment adviser does not imply a certain level of skill or training. GoTo-Financial does not provide legal or tax advice; consult your attorney and CPA. Client assets are custodied at Charles Schwab; GoTo-Financial is not affiliated with Charles Schwab & Co., Inc., other than as custodian of client assets. BuyUSAbonds and AssetPlanet are affiliated offerings of GoTo-Financial and/or its principals; a conflict of interest exists when affiliated services are recommended, and this is described in our Form ADV. See the firm’s Investment Adviser Public Disclosure (IAPD) record — including Form ADV and related filings — at adviserinfo.sec.gov/firm/summary/155948.

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