Our vision is to reduce the stress of financial decision-making and help you reach your financial goals so you can live the lifestyle you've worked so hard to achieve. Find out if you're on track to a successful retirement by taking our Retirement Assessment quiz.
How a Cut in the Gift and Estate Tax Exemption Will Affect You - The current Gift and Estate Tax Exemption is a healthy $11.7 Million per individual and $23.4 Million per couple for 2021.Top Combined Capital Gains Tax Rates Would Average 48% Under Biden's Tax Plan - If new Capital Gains tax rates go into effect it will mean a huge tax increase not seen since the 1920's.
How a Cut in the Gift and Estate Tax Exemption Will Affect You - The current Gift and Estate Tax Exemption is a healthy $11.7 Million per individual and $23.4 Million per couple for 2021.Top Combined Capital Gains Tax Rates Would Average 48% Under Biden's Tax Plan - If new Capital Gains tax rates go into effect it will mean a huge tax increase not seen since the 1920's.
Services
Our Goal: To help our clients create a "Quality Life Plan" allowing them to plan and control their financial future. Our "Quality Life Plan(R)" is more than a traditional financial plan. It incorporates your life style, your values, your financial interest and helps you design a plan to "take the if out of life(C)."
Licenses held: Securities, Life/Healthllong Term Care and Disability Insurance, Private Client Tax Preparation, Investment Advisor Representative (IAR). Primary client emphasis is comprehensive financial planning, retirement planning, investment/asset management.
For many years, Mike has counseled family and friends on various financial matters.so it was natural that a few years ago, while still a chiropractor, Mike decided to start undertaking the rigorous training required to obtain his Certified Financial Planning certification.Mike and his wife Carol have 4 children, Kathleen, Bryan, Kiel and Ryan.
For many years, Mike has counseled family and friends on various financial matters.so it was natural that a few years ago, while still a chiropractor, Mike decided to start undertaking the rigorous training required to obtain his Certified Financial Planning certification.Mike and his wife Carol have 4 children, Kathleen, Bryan, Kiel and Ryan.
For forty years, Jim has served the financial planning, insurance and investment advisory needs of a select group of clients, located in the San Francisco Bay Area, California, Oregon and Washington. Prior to beginning his financial service career, Jim received his MBA from the University of California at Berkeley and his B.S. from San Jose State College in Business and lndustrial Management.
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