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Empowering You to Live Your Best Financial Life

Our expertise in financial, investment, and retirement planning will guide your path to financial fulfillment.

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The First Financial Question

The First Financial Question

The great majority of what passes for financial advice is directed at optimizing instead of drastic improvement. Any tip, hint, or singular transaction is a tweak on your financial situation and should be treated as such.

What is Financial Planning?

What is Financial Planning?

Financial Planner. Financial Advisor. Investment Advisor. Or even an Investment Adviser. Do these terms create vibrations of stress in your life? I’m going to tell you exactly what I do for clients – not as a sales pitch, but so that you may be able to take some of this away and apply it in your life.

Why You Need a Family Trust

Why You Need a Family Trust

Having a family trust in California is vital for protecting your estate and the financial well-being of your loved ones. It helps preserve family harmony, avoid lengthy delays and expenses associated with probate, and keeps your affairs private.

Why Use a Trust?

Why Use a Trust?

A revocable living trust is a legal method of passing assets from one owner to the next without going through probate. Trusts typically provide much greater protection for your wishes.

Review Your Estate Plan Each Year

Review Your Estate Plan Each Year

When you die, what happens to the money and things that you own? Who will take care of your kids? If you are on life support, what decisions do you want to be made? Who will help manage your finances if you are incapacitated?