• Investing is not risky; NOT investing is risky.




  • The habits you form here will be with you for the rest of your life.

  • Behind me is infinite power, before me is endless possibility, around me is boundless opportunity. Why should I fear?

  • Don't just look for a great opportunity; Try to capture an opportunity and make it great.

  • Nothing in life is to be feared. It is only to be understood.

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PLANNING



On the strategic planning and advisory side, we specialize in:

• Wealth Management
• High Networth Private Client Services
• Business Planning
          - Strategic Planning and Implementation
          - Financial Analysis, Projection, and Evaluation
          - Succession/Exit Planning (Buy-Sell Agreement Strategy and etc)
• Asset Allocation
• Estate Planning Strategy
• Retirement Planning
• Tax Strategy
• Insurance Planning
• Education Planning
• Asset Protection Strategy
• Cash Management
• Risk Management

These plans & strategies can help you:

• Save for retirement - before and during your retirement years
• Protect your family or business with risk management solutions
• Save for college expenses
• Minimize taxes through tax- advantaged investing
• Create lifetime income strategies
• Maintain your independence with long-term care insurance
• Save for something special (wedding, vacation, second home, etc.)
• Gain confidence in your investment choices
• Create a legacy for your family
• Increase your understanding of Social Security
• Preserve your wealth
• Fulfill your charitable wishes



Investments | Services




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1990 North California Blvd, Suite 830, Walnut Creek, California 94596.
11100 San Pablo Ave, Suite 210, El Cerrito, California 94530.


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