1700 South El Camino Real,
Receive a more thorough analysis of your personal situation and tailored recommendations to help you reach your goals.
With the Hands-On Planning Package, you will have a dedicated Financial Advisor working with you to accomplish your goals. On top of providing you with the best tools to support you during your financial journey, we will help by creating a roadmap towards your success.
This package is best for individuals who have emergency reserves and need help developing strategies for more focused goals, such as retirement planning, family planning, etc.
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, and 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 with 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.