1700 South El Camino Real,
Dive deep into your financial situation and build your legacy. Receive personalized guidance on advanced planning topics.
The Comprehensive Planning Package is designed for individuals who want to work actively with their dedicated Financial Advisor to create a financial legacy and navigate complex planning topics.
With this package, we will work with you every step of the way, and continue to update your Financial Plan as needed. No stone will go unturned as we create a detailed roadmap to meet your needs.
Take a closer look at the steps we will take together to build a roadmap towards your goals.
View a sample of one our Financial Plans; upon completion, we will bind and mail a hard copy to you.
Get to know the people on our team who will be working with you along the way.
An excellent tool that allows you to manage your entire financial picture within your own personal financial portal.
Use your eMoney portal to track your assets and liabilities, create a budget, set up alerts for transactions and balance changes, run your own "what if" scenarios, and more.
Included in Hands-Off, Hands-On, & Comprehensive
When applying for Social Security, there are a lot of regulations that are difficult to follow or understand. We use an advanced software, Social Security Pro, to help you maximize and estimate what you should be receiving through your Social Security payments. Simply answer a few basic questions, or send us your current Social Security statements, and we can help you answer the following common questions surrounding Social Security.
Included in Hands-On & Comprehensive
Concerned about the high cost of attending college? If you plan to play a role in funding your child’s college education, we can provide you a report that addresses scholarship and merit award options, saving strategies, financial aid eligibility, and an overview snapshot on a specific school including (but not limited to) cost of attendance and graduation and acceptance rates.