Strategies for Success

Financial Planning

Whether you are 25 or 65, you should have goals and a plan. Let us strategize with you at no obligation. Our clients find our solutions allow them achieve their goals sooner.

Need to save on Capital Gains? We can help with that!

Business Continuity

Protect your business interests, partners, key employees with life insurance designed the right way. Plans that grow with your company and provide the funds necessary for on-going operations in times of loss.

Long-Term Care solutions

Long-Term Care insurance will help address these problems:

bankrupting surviving spouse
reduce reliance on family assets, including retirement savings
avoid financial burden on younger generations
choosing between affordability and quality of care
limited control when relying upon Medicare

Frequently Asked Questions

What is your the focus of your services?

Helping Silicon Valley technical professionals achieve their financial goals earlier in life.

Do you take in person and virtual strategy sessions?

Yes, while it's always great to meet in person, many people find virtual meetings save quite a bit of travel time. You can schedule either type on this calendar.

What are your service charges or fees?

Strategy sessions are at no cost to you. Find out more by scheduling a 15-minute virtual coffee chat.