1901 South Bascom Avenue
Let's build a lasting legacy together.
(408) 550-2990 ext 3
1901 South Bascom AvenueSuite 1060Campbell, CA 95008
Do you have questions about your finances? Schedule a time to talk and we can tackle all your concerns.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Your retirement is my business.
Whatever your ideal retirement looks like, I can help you prepare.
18 Years Worth of Days
The Pre-Retirement Checklist
We will use this new software to do interactive financial planning with clients. Also included is a personal financial website for our clients with lots of exciting new features. The security of your data is very important to us. See the video below for more details.
See your advisor and they will help you set up your new personal financial website.
Certain Uncertainties in Retirement
How Will Working Affect Social Security Benefits?
Does Your Child Need to File an Income Tax Return?