Investing and planning for retirement

 Financial Planning | Investments | Tax Management

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How it works

Free Consultation

We start with a free consultation. You tell us how we can help. The coming deadlines. The problems you face. What you want. A simple call is all it takes to get started. 

Proposal

Next you see a proposal. Get clarity. Save time. Avoid the noise. Walk away with a proposal for financial planning, hourly consulting or professional investment management. Know your options.


Execute

When you are ready to reduce stress about what to do next or when to do it, tell us and we will get to work. The result is a financial plan integrated with a professionally designed and managed investment portfolio.

Monitor & Report

Finally start to feel greater confidence and help reduce stress with dependable updates and regular reviews. Our monitoring and active management means you are more informed, more on track and able to spend more time doing other things you enjoy.

Or just give us a call at 650-458-0312

Use financial planning to be smarter with your money. 

Use financial planning to be smarter with your money. 

A personal financial plan can help you get on track, stay on track and avoid costly mistakes. If you don't know how you are going to get there...it makes getting there a lot harder, especially for retirement. 

Our planning approach not only helps guide financial decisions such as when to file for social security, but also how to position your investments. Investors are happier when they see results. Results moving them closer to their goals.

Learn about our flat fee financial planning and planning process. 

Where are you on the road to retirement?

Starting Out

Starting Out

Starting to think seriously about retirement, but worried career, busy schedule, and family needs may sidetrack or delay your retirement? Get organized. Get on track. Get your money working for you.


Leverage time to improve your chances of success.

Within reach

Within reach

Looking to retire within five years and wondering what you might be missing? Refine goals into a workable plan. Evaluate income and expenses. Examine the risks in your investments, because missteps this late can be costly.  


Improve your timing of retirement.

Final Touches

Final Touches

Ready to retire, but critical questions remain unanswered? Coordinate social security, healthcare, pensions, taxes and retirement accounts. Set up an income plan. Plan your taxes. Set investments for both income and inflation. 


Be prepared. Be ready.

Living It

Living It

You made it ! As you age, the prudent management of the money you saved makes trusted, on going advice invaluable. Use strategies to help avoid running out of money. Generate the income you need. Plan your wealth for your legacy.


Worry less, enjoy more.

Why would you possibly consider getting help with your investments?

Why would you possibly consider getting help with your investments?

Investments are only meaningful if they help you achieve your goals. Investing without design, chasing returns or trying to time the market often leads to regret and failure. 

You are unique. Your goals are different. Your investments should reflect that.  We design a portfolio around you. Your need for income. For security. For return. Yet we balance these needs with your willingness to tolerate the ups and downs to investing. Our focus is on helping you reach your goals. 

Get started today and review your investments with an independent firm following a fiduciary focus with over 20 years of experience. 

Change coming up? Not sure what to do? Call and ask us at 650-458-0312

<b>What about your money is important?</b>

What about your money is important?

Financial security? A comfortable lifestyle? Ability to choose? 

Success with money requires clarity of goals, coordinated planning and practiced execution. If getting your money right is important. And it doesn’t seem that way today. Start by getting it right and set a no obligation, introductory financial consultation.