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Solving life’s puzzle can be challenging, but it doesn’t have to be.  Death, Divorce, Disability, and Retirement often times arrive unexpected so let’s talk today before an event happens and high anxiety, worry, or stress paralyze the planning process.

More Security, Less Worry.

Having a plan ahead of time helps keep us more secure.


When it comes to personal finance, we tend to make bad decisions when the pressure is on. It is probably safe to say we tend to have less stress planning for a possible event before it happening rather than waiting until it becomes a crisis.


Picture yourself sitting around the table prior to a crisis. You have a Pre-plan in place and you are making decisions confidently. Now picture yourself sitting around the same table without a plan in place.


At which time are you in a more controlled centered place? 


As the saying goes, we pay for our education one way or another...either by knowledge or by mistakes. Pre-planning puts you in charge, not the circumstances. We can help put and keep you in control of your financial future. Interested in learning more? Contact us below.

Contact Us

Mailing Address:

2201 Shore Line Dr. #6377
Alameda, CA 94501


Phone: 510-749-6759
Fax: 510-749-7031

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