The Darnell Financial Planning Team helps clients of diverse backgrounds focus on their individual and family financial goals. Whether you are looking for retirement, tax, insurance, or estate planning, they are ready to help. Together they are dedicated in working to define short-term, as well as long-term goals & objectives, as well as money management programs for clients. If they could leave you with one statement to remember it would be, “No debt is too great or income too small to deter the financial planning process.”

The Darnell Financial Planning Team can be reached in the San Luis Obispo office at (805) 541-4IRA (4472) online at: www.SLOFinancialPlanning.com. 

The team includes the following people:

Craig S. Darnell, CFP®
Jessica Walker
Tyler Snellings
Michelle Miller

Getting Kids Started with Investing
How do you get children interested in the stock market and instill a life long appreciation for the need to save and invest? The earlier you start interesting children in investing and saving, the better their prospects for a financially independent future. One way is to buy shares of specific stocks that kids recognize. Unfortunately on-line brokers that charge minimal commissions, usually require a minimum purchase of $1,000. Even through discount brokers, commissions on purchasing just one or two shares can be expensive. Rather than purchase individual company shares you may find it’s cheaper to invest in a mutual fund...Read More