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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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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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
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Is It Time to Step Up Your Digital Marketing?
Now that 28% of Americans report being online “almost constantly,” could digital marketing be a cost-effective way to attract new customers?
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.