Planning for retirement or another financial goal can sometimes seem very difficult. There is simply an unceasing torrent of information available via the internet and business cable-news channels, let alone commercials, infomercials, radio and web ads -- much of it conflicting! How do you even begin to decipher all of this?
It does not have to be difficult. I am a Financial Advisor located in San Ramon, CA. I have helped many folks just like you work through their goals, understand their options, and then help implement an Independent Plan that takes into account ALL available resources (including employer benefits). I love what I do and have done it for over 20 years now.
Call my office to arrange a free consultation or sign up for our online newsletter.
Do you have questions about how IRAs, Annuities, 401ks, or Pensions work? Is a SEP IRA or SIMPLE IRA right for you or your company? How about Mutual Funds, Life Insurance, or Fee-based Advisory Accounts? What are the differences between a CD, an Annuity, and a Bond? Is inflation different for people who are working versus folks who are already retired? I can help you understand the answers to questions like these in plain English, which is often the first step in helping you develop a plan of action to address your financial concerns.
Please feel free to explore and share this website with your friends, family and co-workers, and to contact me if you would like more information on how I may be of service to you. Remember, I can help you develop a financial plan of action and help implement that plan. It doesn't have to be difficult. I look forward to speaking with you!
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Here are five facts about Social Security that are important to keep in mind.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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Even low inflation rates over an extended period of time can impact your finances in retirement.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
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