Eric Furstner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Furstner Group, Inc. in San Ramon, CA and the surrounding communities.
The Furstner Group, Inc. offers a full range of financial products and services. We believe that tax strategies, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and income ranges. Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also tend to take unnecessary risks and fail to adequately protect their assets. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with you.
Mission Statement
It is our mission to make a material difference in our client's lives by joining in partnership to proactively focus on the critical financial issues that present themselves on a regular basis. We strive to assist our clients by bringing together research, perspective, experience and products so that sound financial decisions can be made. The focus is to foster the creation and preservation of wealth to establish financial independence today to help maximize the perpetuation of wealth for the benefit of generations to come.
Personal Philosophy:
"I will, in light of all circumstances surrounding my client, make every conscientious effort to determine and understand, then give my client that service which, had I been in the same circumstances, I would have applied to myself."
Eric utilizes a wide array of financial products and services to complement virtually any financial situation and is qualified to coordinate the varied concerns and considerations of your attorney, accountant, banker, and/or trust officer to find solutions suited to your financial needs.
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