We would of course consider working with you, if you’ll consider working with us.
Fill out the interest form to the right or give us a call 408-459-8383.
Focusing on ONLY one aspect of your retirement income is like a doctor treating your broken finger when you’re having a heart attack. We believe in holistic planning, addressing your whole situation including how Social Security integrates into an amazing plan.
Is your current plan fully integrated? Is your advisor coordinating with your tax person, your estate plan, your legacy plan and largest financial risk – planning for your health and insurance needs.
There is of course standard disclosure – see the first few seconds of the video. Also, make sure you know how your current advisor stacks up.