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Wealth Management Basics

 

Receive solutions to your financial questions by integrating financial planning with investment management. 

Coordinating your Financial Goals

 

Integrating investment management with a comprehensive financial plan, enables you to coordinate varied facets of your financial strategy.

 

Review many areas to include:

  • Investments - including employee equity such as RSU's, ISO's, and NQ Equity Compensation

  • Tax Planning - Strategies to manage your tax liabilities

  • Financial Independence

  • Insurance and Risk Analysis

  • Liability Management

  • Tax Efficient Charitable Gifting

  • Funding your Goals

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    Office in Redwood Shores

    Meeting with You

     

    We meet with you at our Palo Alto or Redwood Shores office, through video conferencing online, or via phone.  You decide.

     

    Communicating with You
     
    For ongoing asset management service, you receive performance reports, financial plan reviews, and questions answered as needed.

    • Proactive Guidance - We reach out to you when appropriate to provide updated recommendations based on a dynamic world environment.

    • Responsive Answers - We address your questions as they arise.

    • 24/7 Access to your A. Client Portal for real time updated information on your assets and B. Money Guide Pro for Planning Insights.

    • Regular updates about latest economic, market, or planning opportunities.

     

    Chart
     Your Results
     
    Like our current clients you can achieve your goals and exercise good judgment in the face of imperfect knowledge through life and market changes.

     

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