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Are You Covered? FDIC Consumer Highlights
(WC Content/Blog)
New rules have limited the fees banks and other financial institutions can charge on some services, but in order to preserve their bottom line the costs of other services could go up. Here are some recent ...
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So what’s actually in the new Healthcare Reform bill?
(WC Content/Blog)
... of health care services in underserved or health professional shortage areas. This provision is effective for amounts received by an individual in taxable years beginning after December 31, 2008. 2011 ...
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Why should you care about a “Fiduciary Standard”?
(WC Content/Blog)
... advisers owe to their clients for essentially the same services,” said coalition spokesman William Baldwin. “The extension of the fiduciary standard of care — which mandates that a financial adviser must ...
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Don't Pay Full Price for College
(WC Content/Blog)
... principles of excellence and equity, and that commitment is embodied in all of its programs, services, activities and concerns. ...
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The College Solution
(WC Content/Blog)
... Reviewed by Kelly Noonan, CFO Willow Creek Financial Services, Inc. I am the mother of a high school junior, currently helping to navigate the search for the perfect college for my very academically ...
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Perspectives on Tax-Exempt Bonds and State Budget Woes
(WC Content/Blog)
... strain on government programs and services but also on municipalities abilities to service their debt (municipal bonds). Included here is an article we agree with from the Vanguard Group with their comments ...
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Lost Art of Saving Making a Comeback
(WC Content/Blog)
... Services in Sebastopol. http://www.pressdemocrat.com/article/20090614/BUSINESS/906141034?Title=Lost-art-of-saving-making-a-comeback ...
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Privacy Policy
(WC Content/general)
Client Privacy Is Our Priority All persons employed by Willow Creek Financial Services, Inc. (WCFS) recognize that our clients and potential clients expect us to protect their personal financial information ...
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Disclaimer
(WC Content/general)
Important Disclaimer Terms of Use This website is provided as a service of Willow Creek Financial Services, Inc. ("WCFS"). By accessing WCFS's website, you agree to the following terms and conditions: ...
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White Papers
(WC Content/general)
... Creek Financial Services (Willow Creek) designs and manages portfolios utilizing a disciplined long-term strategy based on sound fundamentals proven to influence investment success. The foundation of Willow ...
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FAQ
(WC Content/general)
... management client these update meetings are included in our services. However, there may be a fee charged for financial planning updates which include a systematic review of new information. When charging ...
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Specialized Services
(WC Content/general)
Willow Creek Financial Services can assist you with a variety of special financial services including: Real Estate Consulting We can analyze ownership and financing options involving your primary residence, ...
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Nancy Spallino
(WC Content/team)
Support Staff Nancy Spallino Administrative Assistant Nancy has worked for Willow Creek Financial Services since 2003. She has several duties, and in addition to advisor support she serves as the ...
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In The News
(WC Content/general)
LOCAL FIRM MAKES FORBES TOP 25 "UP-AND-COMERS" DURING MARKET CRISIS Date: November 2008 Willow Creek Financial Services, Inc. appeared on Forbes.com national 2008 list of up-and-coming registered investment ...
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Contact Us
(WC Content/general)
Willow Creek Financial Services Inc. 825 Gravenstein Hwy No., Suite #5 Sebastopol, CA 95472 707-829-1146 (Sebastopol) 800-696-8096 (Toll Free) 707-829-0111 Fax 415-925-1388 (Marin) The Sebastopol ...
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Web Links
(WC Content/general)
News Services The Wall Street Journal Investor's Business Daily Barron's Online ...
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Financial Planning
(WC Content/general)
... is gathered. Willow Creek Financial Services analyzes the information and creates a "road map" clarifying the steps you should take to reach your goals. It’s custom-tailored to you, your needs and values. ...
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Fee Schedule
(WC Content/general)
Willow Creek Financial Services Fee Schedule Comprehensive Financial Planning: Our client relationships typically begin with financial planning. The goal is to organize your affairs and identify ...
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Why Willow Creek?
(WC Content/general)
... is a serious decision. We have developed a process over the years to ensure our services successfully meet a client's needs and expectations. Here is what it would be like to work with Willow Creek Financial. ...
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Our Story
(WC Content/general)
... fees. Willow Creek Financial Services, Inc. was founded in 1984 with the goal of providing impartial financial advice and building long-term mutually satisfying relationships. There is no conflict of interest; ...