Our Services


Bay Area Financial Advisers specializes in providing holistic financial advisory services and products to private individuals and small businesses. The founders bring over 25 years of combined experience from both the retail and institutional side of the financial services industry. A boutique firm, with local clients, we emphasize personal service. We provide top quality products and services through a well-developed network and strategic alliances with some of the nation’s top insurance, investment, and financial service companies.


Business and Employee Benefit Planning:

  • Arranging pension and 401(k) plans
  • Developing non-qualified executive deferred compensation plans
  • Providing group life, disability, and health plans
  • Assisting with buy-sell agreements and succession plans
  • Risk management and insurance
  • Key person life insurance

Personal Financial Planning:

  • Analyze your financial picture
  • Provide guidance in developing financial goals
  • Develop, implement, and regularly review plans for achieving those goals
  • Income Tax Planning
  • Investments and Money Management
  • Retirement Planning
  • Risk management and insurance

 

Estate Planning:

  • Protecting your family’s future
  • Conserving estate assets
  • Using trusts effectively
  • Minimizing estate taxes