Your trusted guides to independent financial advice, with your best interests in mind.
We are your trusted 'Personal CFO' and 'Financial Sherpas' (high altitude mountain guides) for your financial matters. We guide you during the ascent to the summit of your peak earning years while charting the path for a safe return by way of a well-planned strategy for your retirement years.
Your financial choices and investments are going to get you where you want to go?
Your money is working hard enough for you?
You are exposed to any risks and if you are making good decisions with the right investments?
You’re not alone. If questions like these have crossed your mind, reach out to us. We are here as more than a financial advisor; we can be your trusted financial counselors and personal CFO. No more wondering if what you’re doing is in your best interest.
Arvind featured in IBT
September is usually a dismal time for investors. It's the month after the end of the summer when money managers make portfolio adjustments and trade volume...
Arvind featured in U.S. News
Weigh the issuing firm's financial health, and be cautious with corporate bonds below investment grade...
Arvind featured in Early Bird
Arvind talks about why the technology sector has performed so poorly in the stock market this year and how average investors should approach the tech...
When: June 6th, 2024. Thursday. 03:30 PM to 04:30 PM PST.
Many underestimate the importance of social security income in retirement. Two thirds of Americans depend on SSI as their primary source of retirement income. It is not going anywhere. YOU have paid into this government run annuity for over 35 years. Why would you not learn how to optimize your lifetime income? For anyone, and especially a married couple, making the wrong choices can mean leaving many hundreds of thousands of dollars on the table during their retirement years.
Social Security continues to play an important role in a retirement strategy. Is yours taking full advantage of what Social Security offers?
Together, let’s rethink your retirement.
With headquarters in Cupertino, our financial planning firm is proud to serve individuals, families and businesses throughout California and in other states.
We take pride in the fact that our clients represent a wide range of demographics, beliefs, ages, and professions.
