Free Financial Advice for Cops & Firefighters
California Capital Management principal, Gregory J. Zedlar, ChFC, has long desired to implement a program that provides free financial advice to active duty police and firefighters. We are now offering our professional services as a firm-wide, pro bono initiative to help cops and firefighters make effective financial decisions.
How Our Program Works
We will hold up to two 30-minute consultations with you per calendar year.
We ask that you bring any relevant documents to our consultations.
We will recommend specific action steps to help guide your financial decisions.
It is your responsibility to implement any advice we provide. That means you will need to follow up with the relevant insurance company, brokerage firm or workplace department.
Our Commitment to You
We want to be your trusted third party. Therefore, we will not accept business from active duty police and firefighters, nor will we solicit your business.
We will be candid in saying "I don't know" if we don't have an answer to your question, but we'll be sure point you in the right direction.
This is not too good to be true. There are no strings attached. This is our firm's way of giving back to those who serve and protect us.
Why We Want to Help Police & Firemen
During his youth, Greg had a wild streak. At times this put him at odds with local police and needing to be saved by firefighters. Having turned his life around as an adolescent, Greg wants to give back to the same authority figures he didn't always see eye-to-eye with. While Greg's wild days mostly occurred while he was growing up in Burbank and Glendale, we're extending this program to any active duty police and firefighters in the greater Los Angeles area.
How to Get Started
To get started with our program, please email us at firstname.lastname@example.org.
Please describe your issue, concern or question to ensure you are connected to the team member with the most experience in that area. For example, do you need help choosing your retirement plan investments? Have a questions on making sure a mortgage refinance makes sense? Do you want to know how to reduce your taxes using tax-free investments? If it deals with money, we can likely help. Just describe it in your own words.
We will review the matter and assign your case to a professional on our team who holds a CERTIFIED FINANCIAL PLANNERTM (CFP®) or a Chartered Financial Consultant (ChFC) designation. Our office will then contact you within 24 hours to explain the process going forward based on your issue.
All conversations and communication will be held in strict confidence. We understand privacy around financial matters is very important.