WEALTH & TAX PLANNERS - Retirement Planning and Investment Advice with Highly Personal Service
Financial Advisors in Walnut Creek, CA
925-938-4300

CONNECT

Address:

3021 Citrus Circle, Suite 200
Walnut Creek, CA 94598

Phone:

Our Process

How does the process work?

Our Process

1. First we help clarify and define your financial objectives, which you may not have seen clearly.
2. We then determine the strengths and weaknesses of your present situation.
3. Next, we develop a set of options to meet your needs, given current market conditions and outlook. We can computer model the impact of alternative scenarios.
4. We employ the most diversified financial strategies and only non-proprietary products.
5. We explain how changing financial conditions may affect your plan.
6. Together we monitor your financial progress.
7. We will suggest updates and refinements to your overall plan as circumstances dictate.
 Click here to download a nice brochure about MEETING YOUR GOALS.

10 Questions to Ask When Choosing a Financial Planner