Safe Landing Financial

Overview

Safe Landing Financial is an independent, individual-owned LLC that provides advisory services to individuals and families. The firm is state-registered in California and Texas and bills clients using a mix of asset-based fees, hourly charges, and fixed fees. Its service menu centers on comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting support, selection of outside advisers, and educational seminars and workshops. The firm describes itself as a capital allocator and explicitly includes selection of other advisers among its advisory activities. It does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices