4195 E. Thousand Oaks Blvd.
We’ll work closely with you to determine how situational changes or major life events such as jobchanges, marriage/divorce, welcoming a child or a health change will impact your overall financial plan.We assist with cash flow planning, net worth tracking and planning for near-term financial goals.
We recognize that for most people, retirement is the largest financial goal. Our aim is to make thetransition from accumulation to distribution as easy as possible, by providing detailed scenario modelingand projections, assist with needs analysis, evaluate tax-efficient savings and income strategies, andmonitor your retirement plan, adjusting as necessary to keep you on track throughout your goldenyears.
We collaborate with your attorney to solidify your estate plan, coordinating any updates with recent lawchanges, integrating updates into your financial plan and monitoring beneficiary changes, trust fundingand the eventual trust administration.
We offer tax-reduction strategies in collaboration with your tax advisor, evaluating the need for tax lossharvesting, recommending specific investments, products or strategies to help mitigate income tax, andanalyzing the impact of strategies such as Roth conversions, charitable giving or lifetime gifting.
We tailor qualified plans (401k, profit sharing, cash balance, SEP and SIMPLE IRAs) to meet the needs ofyour business and provide business owner-oriented tax-savings. We can assist in buy/sell analysis,review your corporate structure, evaluate strategies such as adding family members to payroll and offertax mitigation strategies on income or sale proceeds.
We help analyze your existing holdings, debt structure and cash flow to evaluate the opportunity for1031 exchanges, buy/sell transactions, or gifting strategies. We can also help in reviewing the ownershipstructure and evaluating the need for a cost segregation study.
We’ll work with you to determine the appropriate level of coverage to protect your legacy and equipyour family with financial security. We also help analyze your needs to determine the level of long-termcare coverage you may need to maintain your lifestyle as you age, so that you can continue to live life onyour terms.
We work with you to develop a customized, comprehensive, and objective goals- and needs-basedinvestment management plan, resulting in an asset allocation aimed at achieving the best rate of returnat a given risk tolerance. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
We assist in a needs analysis, to determine how much education savings is needed and the appropriatestrategy, whether that be 529, life insurance, Roth, child as employee, gifting or other strategies tocreate a generational education legacy.