Sailing on the San Francisco Bay is a great experience. While the weather can be really nice, there can be unexpected problems that can arise that requires thoughtful analysis, collaboration with the crew and crucial decision making. My experience made me think about my role to my clients.
As your Personal Financial Counselor, I see myself as the captain/navigator of your ship. My job is to assist you in getting to your family’s financial and investment goals, with the least worry. I can’t promise you no problems, but I can promise that I’ll utilize my experience and expertise to take you on the smoothest trip that I can. And if we do hit problems, I won’t "jump ship" on you. I’ll be your teammate throughout until we get you to your destination.
Have You Charted Your Financial Course Yet?
Newsletters
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Important Tax Breaks for Pass-Through Businesses
Some owners of pass-through businesses may be able to deduct up to 20% of their qualified business income and/or take generous deductions for investing in qualified property.
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Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
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Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.