I.D.E.A.L. Financial Services

CONNECT

Address:

251 Lafayette Circle, Suite 320
Lafayette, CA 94549

Phone:

(925) 299-1300,(800) 675-7526

Fax/Other:

(925) 299-1449

About I.D.E.A.L. Financial

I.D.E.A.L. Financial Services, was founded by Jeffrey L. Witt, CERTIFIED FINANCIAL PLANNER ™ professional (CFP®), in 1990. The company`s name was chosen to coincide with the I.D.E.A.L. account--an innovative savings and potential growth investment vehicle easily customized to investors` specific needs. As a professional financial planning service, I.D.E.A.L. Financial works with you to determine an appropriate investment strategy or strategies, and, in turn, the optimum asset allocation for you, based entirely on your unique considerations and objectives.

We stay current and knowledgeable about global economic factors, market trends, tax laws, and investment opportunities--ingredients that affect your personal financial picture. In addition, we want to understand not only your financial history and objectives, but also the things that make your needs distinct--business and personal goals, risk tolerance, priorities for you and your family, dreams for the future.

Your success as an investor is our success--at I.D.E.A.L. Financial, our job is to serve as your investment planning "tour guide", advising you and walking beside you each step of the way. Our goal is to help you work toward your financial goals through personal, customized investment planning.