Understanding Today’s Financial Environment
We are here to help you!
We can help take the mystery out of both your income taxes and your overall financial situation. Whether you goal is saving for retirement, paying for college, or an estate planning strategy, our personalized service focuses on helping you develop your own fnancial roadmap and a plan to take you into retirement.
We look forward to working with you through all stages of your life. Please call our Walnut Creek, California, office at (925) 930-7737 or contact us through the website.
Helpful Content
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
View all articles 
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Saving for College
This calculator can help you estimate how much you should be saving for college.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
View all presentations
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.