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Perception vs. Reality Social Security: By the Numbers Ready for Retirement? A Bucket Plan to Go with Your Bucket List

Understanding Today’s Financial Environment

Welcome.  We are a team of financial professionals located in Walnut Creek, California. We understand that individuals face unique challenges navigating the ever changing financial landscape. 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.

Our financial professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.  Please call our office at  (925) 930-7737 or fill out the contact box on this website.

Helpful Content

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.


Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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