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Your local, three-generation investment and financial planning office serving Northern California for over 30 years.
We specialize in helping medical professionals, local government employees and under-served Generations X/Y/Z.
Always put the client's best interests first, period.
Be open and forthcoming in everything you do, trust is earned.
Avoid unnecessary complexity, keep things simple and understandable.
Minimize investment expenses to allow the magic of compounding to work.
Focus energy on what can both be controlled and what matters, the rest is noise.
Create a barrier between emotions and big decisions - respond, don't react.