Financial Planning

We partner with while remain independent of Saratoga Hills Group, a prestigious financial planning firm in the San Francisco Bay Area. The services include investment, alternative investment, life insurance, estate and business succession planning. Our Group combines team approach with personal services for our clients. The core strength lies in the blend of unique expertise, unsurpassed market access and innovative solutions, coupled with the personalized, high-touch service from our associates. This approach enables us to focus on meeting client needs.

PERSONAL PLANNING FOR:

Life Insurance Needs, Estate Conservation, Retirement Needs, College Funding, Mortgage Protection, Charitable Giving, IRA Consultation.

BUSINESS PLANNING FOR:

Buy-Sell Funding, Deferred Compensation, Executive Bonus, Key Person Protection, Voluntary Payroll Deduction Programs, Qualified Plan Consultation and Funding: SEPs, Pensions etcs.