1901 South Bascom Avenue
(408) 550-2990 ext 3
1901 South Bascom AvenueSuite 1060Campbell, CA 95008
Your retirement is my business.
Whatever your ideal retirement looks like, I can help you prepare.
Get financial benefits for you and your employees
Your business has unique needs, and I have the resources to support you, your business and your employees.
No Cash, No Checks, No Problem
18 Years Worth of Days
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.
Charitable Giving: Smart from the Heart
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.
See your advisor and they will help you set up your new personal financial website.
I offer a full library of resources to help boost your retirement planning and financial knowledge.
Critical Estate Documents
Women and Retirement
Understanding Marginal Income Tax Brackets