Welcome to Foord, Van Bruggen, Ebersole & Pajak – one of the top financial planning firms in Sacramento, California. The four partners, Elfrena Foord, Carol Van Bruggen, Chuck Ebersole and Laura Pajak, have been in business for over 18 years as independent certified financial planners. They established The Wealth & Beyond Program to help people create coordinated money management plans that bring financial peace-of-mind. The program distinguishes the three stages of financial life:

• The Accumulation Stage – We are dedicated to assisting people attain financial independence;
• The Protection Stage – We know financial independence needs to be protected and utilized for lifetime income and security;
• The Transfer Stage – We help clients creatively and effectively transfer their wealth. If they have excess wealth during their lifetime, they can use it to benefit their heirs and their community now or transfer their wealth for the benefit of others at their death.

Personal financial services include financial and estate planning and investment management. Evaluation of your liability exposure and insurance needs is also available.

The financial advisors at Foord, Van Bruggen, Ebersole & Pajak are experts in dealing with clients in transition (receiving an inheritance, in the midst of retirement, 401k rollovers, et cetera). They also work with small business owners establishing retirement plans and they offer charitable planning strategies.

The key to their success has been their years of experience combined with their diversified approach to investment management. The company standard is to assist people in attaining and perpetuating financial independence and prosperity.

Sample Financial Advisory Agreement   Disclosure Information
Securities offered through Financial Telesis, Inc.
A registered broker/dealer. Member FINRA (Financial Industry Regulation Authority) & SIPC.
Investment advice offered through Foord Van Bruggen Ebersole & Pajak Financial Services
A registered investment advisor.