Our Services

We can empower you with information about innovative financial strategies and solutions to address your concerns.
Schedule a free Zoom consultation today.

Our Complimentary Services via Zoom:

  • CalSTRS/CalPERS & Social Security
  • ALIS (Automated Lifetime Income Strategy)
  • Rescue your old 401k Plan
  • Roadmap to Retirement
  • Financial Literacy 101
  • GOALL Program
  • Life Insurance 101 - Old Insurance versus New Insurance

Retirement Planning

  • Maximize Social Security Benefits
  • Maximize Pension Benefits
  • Other Lifetime Income Options
  • Asset Reallocation
  • Kai-Zen Plan - Using the Bank's Money to Finance your Retirement

College Planning

  • Roadmap for College Admission
  • Maximize Financial Aid
  • FAFSA Preparation Process
  • Traditional College Funding Plans
  • Alternative to 529 College and Savings 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

Click below to learn more about ALIS
(Automated Lifetime Income Strategy)