In compliance with the Gramm-Leach-Bliley Act of 1999, it is the policy of Fireside Financial Planning, Inc. and Fireside Tax Consulting, Inc. to handle the information you provide us with the utmost confidentiality and care. We restrict access to non-public personal information about you to members of our firms who need to know this information in order to complete the work we have been hired to do. We will not discuss your personal and confidential information to anyone outside our firms without your express written permission to do so.

We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your non-public personal information.

Fireside Financial Planning, Inc - Brochure (pdf)

Investment Advisor Representative (SEC)

Certified Financial Planner (CFP Board)

Certified Financial Planner (FPA)

IRS - Enrolled Agents

California Society of Enrolled Agents

National Association of Enrolled Agents