Investment Advisor
Welcome to our website,
Your Happiness is our Mission!
We are a financial services firm here to help you...
We work from a place of mutual trust and respect developed by open lines of communication! When you combine that with knowledgeable advice, well thought out investments decisions and excellent follow-through; collaboration prevails! Your needs and goals will ALWAYS be the focus of our relationship!
Helping you minimize fear and confusion through solid financial service is our passion! If you anticipate a change in your lifetime—perhaps we should talk?
Oh, and don't put it off because LIFE, as with us and our clients have discovered--does NOT!
I invite you to call us!
408-318-1943 
Newsletters
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Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
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What’s Required of the Executor of an Estate?
Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.
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Early Retirement and Your Tax-Deferred Savings
Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
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The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?