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Independent Fee-Only Silicon Valley
CFP® Registered Investment Advisor
Committed to a Fiduciary Standard
Celebrating 25 Years Serving Clients

Financial Planning Financial Planning can help you answer many questions or learn impactful strategies:
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Financial Independence: What does it take to not run out of money?
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Education: Find out the tax and cost efficient ways to save funds for your children or grandchildren.
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Risk: Do you have enough/too much insurance? Are you paying too much?
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Tax Planning: Click here to learn more about tax planning.
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Estate Planning: Have you protected your family? Have you properly titled your accounts?
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Debt: Should you refinance your home mortgage?
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Charitable: Learn strategies to increase the impact of your charitable dollars.
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