650.325.5890
533 Airport Blvd., Suite 400, Burlingame, CA 94010

Families Preserving Wealth

Specializing in providing financial advice for Families Preserving Wealth

Are you ready to speak to a professional about your financial situation?

Contact Us

ESTATE PLANNING

Make the right moves for your most important decisions

If you are like many families in the San Francisco Bay Area, the 2017 Tax Cuts and Jobs Act has created an emotional roller coaster. And you wonder what to do.

After initial thoughts of relief, you realize that the estate tax exemption rollback in 2026 may devastate your estate plans. You have questions. How much estate taxes will I need to provide for? Where will the money come from? Does more life insurance make sense? Is there a way to reduce or avoid this tax? How can I spend more time living life and not worry about my money?

We help families answer to these questions and live the life the way they want:

  • Financial Modeling and Projections

    Analyze how your estate will grow over time

  • Financial Engineering to Reducing Taxes

  • Identify Sources of Funds for Taxes

  • Investment Planning

  • And more

Are you ready to find a solution and stop worrying? Let’s talk.

Imagine knowing that you don’t have to worry about providing for estate taxes and your wealth is not only being actively managed but maximized. Imagine having clarity around the right move to make for your most important financial decisions. This is what we help successful individuals like you achieve.

HOLISTIC FINANCIAL ADVICE FOR PRESERVING WEALTH

Taking the complexity out of your financial life

  • Discuss pros and cons of current plans
  • Savings, investments, income & expenses – now & anticipated
  • Social Security Benefits
  • Financial modeling and projections
  • Strategies to make the best use of cash flows and income

Financial modeling and engineering for optimizing exposure to taxes.

Ongoing management of your investments from a fiduciary and fee-only financial advisor who always puts your interests first.

  • Develop a unified investment strategy based on your unique risk profile – for all of your investment accounts
  • Invest extra cash
  • Tax-efficient investing and planning with tax consequences in mind
  • Limit unnecessary exposure in the market by emphasizing diversification, discipline, and patience.
  • Education planning for your children / grandchildren
  • Helping ensure estate planning documents are kept up to date
  • Tax Review by CPA
  • Insurance Review

Are you ready to speak to a professional about your financial situation?

Contact Us