Mission & Services
Provide independent analysis, information, options and professional advice accessible to families and individuals. Building long term trusting relationships is crucial to our (yours and my) success. I am located in the Silicon Valley/San Francisco Bay Area.
My advice and assistance is focused in particular on Retirement Planning, especially for Educators. An integrated analysis of Social Security, CALSTRS, IRA's, 403b Plans, 457 Plans and 401k's is crucial for a complete and realistic view of Income for the Retirement Years.
Wealth Accumulation, Wealth Management and Risk Analysis
I provide Independent Second Opinions (see Second Opinions)