Broker Check

Delbar Jahanian

CMFC

Financial Advisor

(408) 963-2872

(408) 369-9400 ext 122

1999 South Bascom Avenue Suite #400
Campbell, CA 95008

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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View Introduction Video

We will use this new software to do interactive financial planning with clients.  Also included is a personal financial website for our clients with lots of exciting new features.  The security of your data is very important to us.  See the video below for more details.

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View Security Video

See your advisor and they will help you set up your new personal financial website.

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Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.
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Questions? Let's connect

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