Your Strategies

Financial worries?

Experienced and professional, we can help.

Looking to get things organized? Hoping to do better with your money? Ready to stop worrying so much? Then we can help.

We work with individuals and business owners save time, worry less and do better with what they have. Depending on what concerns you the most today, we can be there to help you figure it out.

Not sure where to start or you have a couple of concerns, then just give us a call.



Different investment management services for all stages of your life. Discover what makes the most sense for you.

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<strong>Financial Planning</strong>

Financial Planning

Put together a personal financial plan that helps you better pursue your goals. 

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<strong>Personal </strong><strong>Insurance</strong>

Personal Insurance

Whether you want insurance for long term care, life or disability we can help you explore your options.

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<strong>Employer Retirement Plans</strong>

Employer Retirement Plans

Looking to improve your company's retirement plan. 

We can help. 

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (650) 458-0312