Retirement planning serves as an essential part of securing your financial future. As you step into 2024, it is essential to know about varying options available that offer comfortable retirement. Whether you are a business owner or a simple person, selecting correct retirement planning services makes your path financially smooth. Let’s explore varying retirement plans […]
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Education Planning Our Mission
Our mission is to be a wealth advisory firm in Santa Clara that truly understands what matters most to our clients and is a thoughtful steward of their complete financial picture. With such an exciting wealth and increasing inhabitants, discover a trusted and well-informed financial advisor in California is essential for those living in United States. We specialize in customized tax efficient investment, retirement strategies & estate planning for clients of all genres, suitable to their requirements and expectations.
Services
Need a little guidance or a holistic financial plan? Our best financial advisor in Santa Clara here to help.
As an independent Registered Investment Advisor in California, we are agnostic with regards….
Ultimately, retirement is more than an account balance. It’s a lifestyle. The freedom to do what ….
We use customized planning techniques to determine the amount and type of insurance….
We are one of the few financial planning firms catering to Non-Resident Indians.
Supporting a child’s education can be one of the most rewarding aspects of success ….
Stock Options
Equity compensation can be complex. Incentive Stock Options, Non-Qualified Stock Options, Restricted Stock Units, 83(b) elections, 10b5-1 plans. Each of these items have their own wealth and tax implications. Your time is best spent focused on your job, growing your business and enjoying your personal life. Yet, if you overlook proper planning, unintended and costly mistakes could be made. Should I make an 83(b) election? For how many shares? Where should the cash come from? Should I exercise my incentive stock options? What about my non-qualified stock options? What’s the tax impact? When should I sell my shares? What do I do with the proceeds?
Planning with a trusted advisor is key.
Let’s Start Working Together
Everything we do is centered around establishing a plan to help you reach your goals. We love our role as fiduciary
wealth advisors, and we make it easy to work with us. Our best financial advisor in California offer tailored financial solutions to convene your exclusive needs.
Get to Know Each Other
We’ll listen carefully to your story and gain an understanding of your values and goals. We’ll tell you about our philosophy and how we work, and we’ll lay out the path to a successful relationship.
Create Your Roadmap
We’ll discuss strategies for meeting your goals — whether you’re focused on establishing financial independence, optimizing your equity compensation, funding education for children or other relatives, creating a family legacy, managing the sale of a small business, or something else entirely.
Align Your Portfolio
Once we understand “what’s the money for?” and assess your risk tolerance, we’ll discuss suitable investments for your specific situation and suggest an initial portfolio allocation.
And then, over time, we’ll stay connected: As your situation and needs evolve, we’ll continue to refine your path to financial freedom.
News & Trends
Benefits of Life Insurance
Benefits of Life Insurance Life insurance offers a range of benefits that can significantly contribute to financial planning and security for individuals and families. Below are some of the primary advantages associated with life insurance policies. Income Replacement One of the most fundamental benefits of life insurance is its ability to replace lost income after […]
5 Effective Strategies for Optimal Tax Planning in 2024
In this blog, we’ll look at 5 effective Strategies for Tax Planning in 2024 that can help you reduce your tax burden while maximize your savings.