Holistic, fee-only advice
Work with a local financial advisor in one of our offices in San Rafael, San Francisco, and Mill Valley in California, in Omaha and Lincoln in Nebraska, or in Denver Colorado on your comprehensive financial plan.
We Provide:
- Fee-only fiduciaries
- Objective, independent advice
- No sales commissions
- A dedicated team of Certified Financial Planner professionals
- Education, collaboration and partnership
- Peace of mind and confidence
- Clarity in decision-making
- Reassurance all necessary steps are being taken
Preparing for Retirement
This includes determining:
- When you can retire
- Help identify available income in retirement
- Social Security and pension timing and optimization
- When to withdraw from retirement accounts
- Planning for health insurance for retirement
Investment Decision-Making
This includes:
- Analyzing your investment portfolio
- Finding right asset allocation risk
- Minimizing investment risk for goals
- Opening and advising on your investment accounts
- Financial market education/analysis
Income Tax Minimization
This includes:
- Income tax preparation
- Income tax planning
- Income tax coordination with your tax preparer and attorney
Planning Your Estate & Legacy
This includes:
- Review your current documents
- Provide education on options
- Protecting your family
- Coordination with your attorney
Member