CALIFORNIA CONSUMER

Our continued commitment is to work closely with clients to help them navigate life's challenges. Our practice has developed a specialty in helping pre-retirees & business owners structure their net worth to minimize taxes, volatility, & risk... Integrated -- The traditional nature of the financial services industry is such that each element operates independently of the other. Consequently people have separate and disparate plans for tax, investments, insurance, and financial & estate planning. Our service integrates these by using our in-house team to address and evaluate your current financial condition and take full advantage of the overlapping areas of personal finance. This has allowed us to add significant value to all of our client relationships by addressing pitfalls and opportunities ahead of time... Independent -- As an independent financial advisory practice, we work impartially for our clients rather than representing a specific insurance company, bank, or Wall Street..

Primary location: Walnut Creek United States