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Analysis
WHYAUDIT.COM
Estate Planning Zero Tax Planning Portfolio Design and
Analysis
Mon ‒ Fri 9 ‒ 3 PST
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Estate Planning, Since 1979
Life Ins. with LTC rider
Fixed & Index Annuites
Retirement Planning
P.T.R. Members welcome
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Securing a Brighter Financial Future
The ultimate goal is to ensure your financial future; however, navigating investment waters can be challenging. It takes a
great deal of analytical sense and patience when it comes to financial planning. When you think long-term you are bound
to be far better off. Let
be the ones to help you reach your goals.
COMPANY PROFILE
WhyAudit.com
in
Pleasant
Hill
is a wealth
management agency
specializing in financial
planning and personal
asset management. Our
agency's focus is on
creating the right
investment and savings
plan so your financial goals
are met and your future is
secure.
CREATING WEALTH
WISELY
It is no secret that
building wealth is the best
way to ensure your needs
and the needs of your
family. The most effective
way to build wealth is
through smart investing
and managing your
finances.
EXPERIENCED MONEY
MANAGERS
The financial and
asset management
team at whyaudit.com
has a wealth of
experience, as well as the
resources to make sure
your investments and
fiscal portfolio grow in the
manner you want and
need.
FINANCIAL
CONSULTATIONS
You can rely on us to
provide you with superior
financial planning, as we
are vested in securing
your future. Free
consultations and
financial assessment
services are available.
Chet has helped us for
nearly a decade. We feel
very lucky that our son
steered us to WhyAudit.com,
as we were able to do an
early retirement."
- Amy & Thom D.
"I learned more about managing
my business and money from
the team at WhyAudit.com than
I could have expected. Today, I
am much more confident about
my future."
- Sarah M.
WhyAudit.com
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*Free Financial Consultations & Portfolio
Analysis
WHYAUDIT.COM
Estate Planning Zero Tax Planning Portfolio Design and
Analysis
Mon ‒ Fri 9 ‒ 3 PST
925788775
9
We Are Committed To
Helping All Those We Can
WhyAudit.com
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Trust is a big deal, especially when it comes to investment firms
and financial services. In 36 years, WhyAudit.com opened under a
set of core values and ethically charged beliefs. Our clients know
that we have their best interests at heart, managing their
investment portfolios intelligently, while providing honest
information.
Everything we do is so you can make informed decisions about
your financial future. We are here to earn your trust and build a
lasting relationship. We do this through honesty, integrity, and
openness.
CA. Lic # 0571360 since 1979.
Chetan Singh ( Chet) Heyer
25 Crescent Drive, Suite A# 331
Pleasant Hill, CA. 94523, USA.
Toll Free: (877) 393-6427(877) 393-6427 FREE
Ph: (925) 788-7759(925) 788-7759, Fax: (925) 682-2651
www.WhyAudit.com, www.fijiwheelchairs.com, free
wheelchairs all over the World.
*Free Financial Consultations & Portfolio
Analysis
WHYAUDIT.COM
Estate Planning Zero Tax Planning Portfolio Design and
Analysis
Mon ‒ Fri 9 ‒ 3 PST
925788775
9
OUR SERVICES
It pays to have solid financial advice and the right wealth management team in your corner. WhyAudit.com of Pleasant
Hill has licensed financial planners and wealth managers that are ready to help harmonize your finances and help you
create an investment plan that meets all your long-term goals.
INVESTMENT &
PORTFOLIO DESIGN
Creating the right
investment portfolio takes
research, an
understanding of markets,
and risk tolerance. At
WhyAudit.com
, we provide
the right mix of asset
allocation and strategic
investing to build you a
divested portfolio.
ESTATE PLANNING
Our firm is well-suited for
taking care of your
assets and ensuring your
family and estate is
handled properly. From
living wills and setting up
trusts to designating
beneficiaries, we are able
to facilitate the security of
your wealth.
DEBT MANAGEMENT
Getting your finances in
order and clearing your
debt often takes a little
assistance. Our certified
financial consultants work
with you to assess your
expenses and find a
management strategy
that suits you. Ultimately,
we want you on solid
financial ground.
RETIREMENT PLANNING
Having a roadmap for
retirement includes a
financial plan. Our
investment managers and
planners are available to
help build a strategy so
you can enjoy a
preferable lifestyle once
you retire or cease having
a traditional earned
income.
WhyAudit.com
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*Free Financial Consultations & Portfolio
Analysis
WHYAUDIT.COM
Estate Planning Zero Tax Planning Portfolio Design and
Analysis
Mon ‒ Fri 9 ‒ 3 PST
925788775
9
WhyAudit.com
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