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Year-End Financial Planning Checklist
We started operations in 1992 across the Golden Gate Bridge from San Francisco in Sausalito, California. In 2004, we moved to the more central Marin County location of Corte Madera, California.
We focus on providing competitive, fee-based wealth management services and investment, retirement, and financial planning work for select individuals, families, and businesses. Being independent and not controlled by or captive to any financial institution sets us apart. So too do our years providing the additional time and effort needed to take the "big-picture" approach that our clients appreciate and that their financial decision making deserves.
In addition, we are a Registered Investment Adviser, which imposes upon us a higher fiduciary duty to always act in our clients' best interests. Our services are carefully tailored to each client's needs and objectives. There is thus a legal requirement as well as our own dedication to the principle that our clients should make the most informed financial decisions possible.
Here are links to tools that help with recording and managing important financial information: