Services

We can help empower you with information about innovative financial strategies and solutions to address your concerns.

Our complimentary services include

  • CalSTRS/CalPERS & Social Security
  • Financial Wellness
  • Retirement Readiness
  • College Preparation and Savings
  • Financial Literacy 101

Retirement Planning

  • Maximize Social Security Benefits
  • Maximize Pension Benefits
  • Other Lifetime Income Options
  • Asset Reallocation

College Planning

  • Roadmap for College Admission
  • Maximize Financial Aid
  • FAFSA Preparation Process
  • Traditional College Funding Plans
  • Alternative College Funding Plans

Tax Planning

  • Tax-Deferred Options
  • Tax-Free Options
  • Roth Conversions
  • Tax Minimization
  • Medicare/Medigap
  • Long Term Care
  • Critical Illness Protection
  • Health Insurance
  • Wills & Living Trusts
  • Estate Planning
  • Life Insurance
  • Kai-Zen Plan/Premium Financing

Allow us to take care of every detail and
customize a plan for you.

What are your areas of concern?