Financial Plan Services San Jose Los Gatos

As a LPL Financial Advisor I have a commitment to helping individuals, families, and business owners work to pursue their financial and personal goals. By completing a thorough and personalized Financial Plan, I can create strategies and constantly monitor progress to help you pursue your unique goals.

A financial plan is a strategy designed to help you prepare for a multitude of important financial situations throughout life. Each financial plan can be customized to help work towards the client’s specific dreams and goals. Each plan may address any or all of these primary-planning aspects:

Financial Position

Provides in-depth analysis of your cash flow, budget and net worth.

Risk Management

Determines insurance needs for life long-term care, and disability income including analysis of employee benefits

Accumulation Planning

Establishes funding strategies for specific milestones or goals such as a home purchase, car purchase, emergency fund, or vacation fund.

Education Funding

Analyzes education-planning goals including K-12 and post-secondary schooling as well as determining which investment vehicle(s) to utilize.

Long Term Care Coverage

Making sure you are covered in the case of a Long Term Care Needs. We will go over the options that are available and which one is the best fit for your current financial situation.

General Estate Planning Strategies

Provides introductory advice about estate planning, charitable giving, and wealth transfer as a precursor to consulting your attorney.

My experience has helped me see the importance of planning. I enjoy working under the umbrella of an organization that shares a commitment of putting the client’s needs first and a focus on comprehensive financial planning.

^{Securities, financial planning, and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.}