INDIVIDUALS AND FAMILIES

Financial Planning

The purpose of a financial plan is to set you on a path to achieving your financial goals. There are no independent financial decisions and there is a greater ability to make wise choices when we are able to see with a long-term perspective. A well-crafted, integrated plan is a road map showing an efficient way to get to your desired destination.

If your circumstances call for immediate analysis and advice, we will help you develop a comprehensive financial plan. The plan touches on a wide range of financial planning matters including:

• an assessment of your current financial circumstances
• a review of any and all documents governing your affairs
• estate and gift planning
• risk and insurance management
• Social Security and Medicare planning
• tax efficiency strategies
• retirement plan advice
• education funding strategies

Our professional team of financial planner in California will work closely with your other trusted advisors as the plan for you develops and becomes implemented.