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Our Services

What Can We Do For You?

Whether you’re still getting established in your career or thinking about retirement, we know there are questions everyone has about their financial life. You want to know you’re progressing towards your goals and investing in the right products.

Empowering CalSTRS and CalPERS Participants

We work with California’s educators and public workers, as well as anyone else who could find value in partnering with an experienced financial planner. Our specialties lie in helping participants navigate the CalSTERS and CalPERS pension systems and understand its impact on their retirement savings strategy.

For many participants, we help educate them on the power of their pension, and how they can redirect more of their retirement savings to more immediate goals like buying a house, investing or preparing to pay for college.

Our Financial Planning Services Include



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

How We’re Compensated

We value transparency in every relationship we build. How we’re compensated by our clients will depend on how we can best work together.

For comprehensive financial planning and asset management, we offer a flat rate or assets under management (AUM) fee. If we find that a specific product, like annuities or insurance policies, will meet your needs best, we are paid by commission on those products - often meaning there’s no additional cost to you.

Have a question about our fee structure? Don’t hesitate to ask for more information anytime.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 510-828-4165