"Our mission is to assist our clients in making smart decisions about money so they can use it as a tool to achieve their life goals."

Our goal is to provide you with information that will be both interesting and pertinent to your investment and financial planning needs. Retirement planning is our specialty. This site will be updated periodically to provide you with our updated financial and tax strategies, so you can make an informed decision regarding financial matters while navigating through life stages. 

  • Thinking about buying a home? planning retirement? sending the kids to college? We have instant links to financial calculators that will help you learn how much you need to save and how long it will take. 

  • We have links to both general and California scholarship sites.

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