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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Three Regrets of Retirees
More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.
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Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.
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Interest Rates and the Economy
Do you know which factors influence bond yields and why the gap between short- and long-term yields is often viewed as an economic indicator?
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New Study Finds Widespread Job Loss After 50
A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.