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.
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
Have you explored all your options when it comes to managing your taxable income?
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
It's important to understand how inflation is reported and how it can affect investments.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Life insurance proceeds are generally tax-free. But not in all cases.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What if instead of buying that vacation home, you invested the money?
Learn how to harness the power of compound interest for your investments.
Investors seeking world investments can choose between global and international funds. What's the difference?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?