Take control of your finances

Feeling overwhelmed by your finances? Unsure where to start or how to make the most of your money? Many people find themselves in this situation, but it doesn’t have to be this way. Let us help…

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Getting Financially Organized

We can help you:

Get an accurate picture of your income, expenses, and net worth in one place
See all your investment accounts and holdings on a single dashboard
Develop a personalized financial plan to bridge your current finances with your future goals.
Create a savings account or rainy day fund that pays market interest rates
Make informed decisions about your debt, investments, and savings.
Help you understand your workplace retirement plan investment strategies and benefits
Understand strategies for reducing taxes both today and tomorrow
Protect your family through rainy day funds and term life insurance
Review and recommend estate planning options to ensure your assets ultimately go where you tell them.
Receive ongoing guidance and support as your life changes.
Coordinate plans/data directly with your CPA, Attorney, and other professionals.

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Gold Standard; Why Trusts beat Wills for Estate Planning in California

While wills are common, and often talked about, Californians should turn to trusts for smoother, faster, and ultimately more cost-effective estate planning. Here's five reasons a trust is often the wiser choice:

This Is Your Brain on Money

“You know, the best part of the best drug in the world isn't the high. It's the moment just before you take it. The dice are dancing on the table. Between now and the time they stop, that's the greatest high in the world.”