Yoshihara Financial is a company you can talk to and know you've been heard. We begin by determining our potential clients financial and personal goals. Although this process may be time consuming, it is important in working toward a financial goal. We will create a plan that is designed to help our clients achieve their goals.
Money management is challenging even for successful people. Effective money management involves two important components: managing your investments and preserving your wealth. At Yoshihara Financial we create financial strategies and provide an extraordinary amount of personal service no matter what your profile as an investor may be.
Money management is challenging even for successful people. Effective money management involves two important components: managing your investments and preserving your wealth. At Yoshihara Financial we create financial strategies and provide an extraordinary amount of personal service no matter what your profile as an investor may be.
Services
Yoshihara Financial & Insurance Services was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide the most comprehensive and personal service available that we hope helps earn us a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and confidence.
Michael Manabu Yoshihara is the owner of Yoshihara Financial located in San Jose California. He has been working with both individuals and businesses, since 1993. Michael meets with clients to help serve their investment and business needs. He has his Series 7 license, and received his CFS (Certified Funds Specialist) designation.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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