Your goals and concerns may be simple or complicated. They could be saving for a home, providing for a child's college education, protecting your family from unexpected events, planning for retirement, ensuring that retirement savings will last throughout your lifetime…or they may be creating an efficient estate tax avoidance plan for your heirs or creating and managing an endowment fund.
Your goals are important. So, we help you create a budget, cash reserves, savings plan, provide investments options, create income and distribution strategies, provide social security planning, pension maximization, tax reduction, risk management analysis, charitable giving options, or estate planning tools to help you meet them.
We specialize in working with the following clients:
5201 Great America Parkway, Suite 320
Santa Clara, CA 95054