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General Info

We specialize in providing hourly, as-needed financial planning and advice to individuals and families, regardless of their net worth, income or investable assets. As Fee-Only advisors, we work solely for our clients. Because no commissions are ever received, all potential conflicts of interest regarding compensation are removed. We work with people from all walks of life, providing Fee-Only financial planning and advice for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis.

Hours

Regular Hours

Services/Products

Fee only, objective, financial advice to individuals and families, regardless of  net worth, income or assets. Tax Planning, Preparation and Representation services to individuals & small businesses.

  • Enrolled Agent (EA) enrolled to represent taxpayers before the Internal Revenue Service
  • Certified Financial Planner™ professional with the CFP Board of Standards
  • Registered Investment Adviser (RIA) with the state of California

Services:

  • Personal  Financial  Planning
  • Comprehensive Financial Plans
  • Modular Financial Plans
  • Cash Management
  • Credit Management
  • Insurance Review and Planning
  • Investment Allocation Review and Planning
  • Tax Review and Planning
  • Retirement Review and Planning
  • Estate Review and Planning
  • Employer Retirement Review and Planning
  • Tax Preparation for Individuals & Small Businesses
  • Taxpayer Audit Representation
  • Taxpayer Collections Representation
  • Taxpayer Appeals Representation

 

Neighborhoods
Almaden, Crossgate
Accreditation

Financial Planning Association (FPA)

Member Garrett Planning Network

National Association of Enrolled Agents (NAEA)

Registered Advisor with National Association of Personal Financial Advisors (NAPFA)

Categories
Financial Planners, Financial Planning Consultants, Financial Services, Taxes-Consultants & Representatives, Tax Return Preparation

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