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WEALTH & TAX PLANNERS

E-mail: 

Tel:  925-938-4300 or toll free 866-925-4300
Fax: 925-938-4330 

See below for DIRECTIONS

Free Reports
Complimentary Get Acquainted Meeting
Client Appointments
Questions / Feedback
 

FREE REPORTS
 

  • AVOID THE COMMON MISTAKES IN BUYING LTC
    Helps you answer:
    - Whether you need long term care insurance at all?
    - When, and why, should you get the insurance?
    - What will it cost, and what are 6 ways you can reduce the costs?
    - Which insurance companies are the best? Which are the largest?

     
  • AVOID THE COMMON MISTAKES IN BUYING ANNUITIES
     

Free report

These valuable reports discuss important considerations and how to avoid critical mistakes related to providing for long term care or to purchasing annuities.

The selected report(s) will be delivered immediately by mail.
Please include your full mailing address and which report you would like.
  

COMPLIMENTARY GET ACQUAINTED MEETING

Please click above for more information about
this valuable complimentary appointment offer.

  

CLIENT APPOINTMENT

If you would like to set an appointment, please include in your email the topic, and your preferred times. Then simply click above.
We will contact you to set up a time.

Questions / Feedback

 If you would like to email a question, simply click
above on one of the e-mail links above to direct it.

 


 

 DIRECTIONS

 

We are located in the developing area now being called "East Walnut Creek" across from the new Safeway Shopping Center near the Shadelands Office Park where many of your doctors are located. We're 5-10 minutes down Ygnacio Valley Road from downtown proper and the Walnut Creek Bart Station.

BY CAR

From Ygnacio Valley Rd. in Walnut Creek - 

Drive approx. 3.5 miles  eastbound on Ygnacio Valley Rd. to Oak Grove Rd. At the light turn left onto Oak Grove Rd, then the first right onto Citrus Avenue, and the next right onto Citrus CIRCLE.  We are the red and tan brick building, the third on your right.

Turn right into the parking garage, find the WTP parking spaces, and walk or take the elevator to the 2nd floor. Parking is always free.

To get to Ygnacio Valley Road -

From San Francisco, Oakland and the East Bay:

Hwy 24 East, through the Caldecott Tunnel to the Hwy 680/24 interchange, stay in the third lane from the left and take Hwy 680 North. Immediately take the Ygnacio Valley Rd. Exit.

From Danville, Hayward and the South Bay:

Take Hwy 680 North to the 680/24 interchange and stay on 680 North. Take the first exit, Ygnacio Valley Rd. 

From Concord, Martinez, and the North:

Take Hwy 680 South, exit Treat Blvd., staying on North Main St.  for 1 block till you turn left onto Treat. Drive 3 miles to Oak Grove Road and turn right. Go 1/2mi and turn left onto Citrus Ave (just before Ygnacio Valley Rd.). Then take the first right onto Citrus Circle, and we are the red and tan brick building, the third one on your right.

 

BY BART

Take BART to Walnut Creek, and then use Uber or Lift, which are readily available.