521 Capitola Avenue
Tax planning is one of the most important parts of a financial plan. We work with Certified Public Accountants (CPAs) directly to assess your situation and make suggestions to benefit your overall accumulation of wealth. By saving on taxes in the short and long term, you’re cutting down on what is likely one of your largest expenses.
Whether you need to set up your estate plan, or need to set up a power of attorney, it may be best to use a lawyer. We’ve worked through this process with many clients and would be happy to show you the way through what seems like a difficult task. Make sure that what you spent a lifetime to acquire goes to those you want it to and not where the courts decide it goes.
Buying or selling a home can be a stressful process, and we understand that personality match matters when finding a realtor. Working with a competent realtor with their finger on the pulse of the market is well worth it. We work with a number of realtors who have a great track record of success in helping their clients achieve their goals.
As financial planners, we want to find you a lender that gives you reasonable rates and terms. Looking at your financial picture and the current economic and market conditions, we know what will be best for you and we can show you how to negotiate for the best deal on your mortgage.