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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Indexed Annuities: A Strategy to Turn Savings into Retirement Income
Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
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HOT TOPIC: The Shape of Economic Recovery
This article looks at the potential shape of the COVID-19 economic recovery with some historical context and key factors that may affect the direction of the economy.
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Retirement Plans for the Self-Employed Dangle Tax Benefits
Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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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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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?