Who We Serve

Based in Marin County, we serve clients locally in the San Francisco Bay Area and virtually nationwide. We enjoy getting to know you and are committed to forming strong partnerships to further personalize your experience with us.

OUR IDEAL CLIENT

Our most successful clients are...

Motivated

Analytical

Proactive

You are ready and willing to take the 'guesswork' out of managing your wealth and are motivated to optimize your finances.

You are engaged and ask questions. By strengthening our partnership, we get you closer to achieving your financial dreams and goals.

You recognize your growing needs resulting from an ever-more complex world and want someone in your corner to help you through it.

WHO WE SERVE

Retirees & Pre-Retirees

With our retired and soon-to-be-retired clients, we focus on investment management and thoughtful financial planning to preserve your wealth and ensure you are meeting your current income needs. As your trusted partners, we'll be there for you when you need advice so you can relax and retire confidently. Questions we've helped our clients answer include:

Do I have enough to retire?
Should I do a Roth conversion?
What type of Medicare coverage do I need?
When should I start claiming Social Security?
How much should I be withdrawing from my retirement accounts?
Should I take a lump-sum distribution from my pension or take payments as a monthly annuity?
What estate planning documents should I have?
Do I need long-term care insurance?

Young Professionals

You are an early-to-mid-career professional, busy and frequently on the go. Often you are faced with big financial choices that impact you and your family but don't have the time or know-how to make those decisions on your own. Growing as a professional demands your time, and it's challenging to pay adequate attention to your finances. Think of us as your personal CFO. We leverage our experience and best-in-class technology and research to help answer questions like:

Am I saving enough? Can I retire early?
How can I reduce my taxes?
How do my student loans work?
How can I make sure I'm making the most out of my employee benefits?
What should I do with my company stock options?
What should I consider when buying a home?
What should I do with my inheritance?
Should I refinance my debt?
Do I have enough life insurance?

Intergenerational Families

Intergenerational families are near and dear to us, being a family business ourselves. Preserving the lasting legacy of each family member is so important, and we look to build off of that foundation to secure the financial future for the next generation. Questions we help out with include:

How can I make sure my aging parents are financially cared for?
Are my estate planning documents in good order?
How should my investment decisions change as we get older?
How can I help pay for my (grand)child's education?
How do I start a gifting program?
What can I do to better keep track of my family's finances?
How can I plan for having a family of my own?
How can I ensure I'm leaving the financial legacy I want?

Entrepreneurs &
Small Businesses

Entrepreneurs and small businesses have enough on their plates. We help by taking over the legwork of analyzing financial decisions to help you run your business more smoothly and efficiently. You'll have peace of mind knowing you and your company's finances are in good hands, so you can give your business the attention it deserves. We help answer questions like:

What can I do to take care of my employees?
What kind of retirement plan best fits my company? And how do I go about creating it?
How can I execute cash flow and debt management strategies with an irregular income?
What business entity should I choose?
How should I structure my company to protect the business if something happens to one of our partners?
What business insurance should I have?

DOES THIS SOUND LIKE YOU?

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