Financial Planning

Our advisory team looks at our clients long term strategic financial goals.

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Complimentary Financial Planning for All Our Customers 

Make your next transaction an informed one, by integrating your real estate into a long term financial strategy. 

Our team of advisors includes a Certified Financial Planner™ and Chartered Financial Analysts®. We offer complimentary consultations with our team's advisors to help you think about how your next real estate transaction will affect your future financial outlook. We help our clients model important life decisions so they can make informed smart decisions surrounding their next real estate transaction. 

Our customer's primary, secondary and investment real estate is an Asset Class that needs to be managed as a key part of their net worth and overall accumulation strategy. Buying or selling a home gives our customers a unique opportunity to design, develop and consider their entire financial strategy.

Arrange the most tax-efficient loan scenario that is appropriate for your complete financial situation – one that won't betray your financial objectives.

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Proprietary Software That Allows Each Client to See Their Total Financial Picture

Our financial planing advisory team utilizes proprietary software that allows each client to see their Total Financial Picture – including ALL of their assets, including Real Estate (residential and commercial), Private Businesses, Loans, Stocks and Bonds – to design more effective financial strategies.

Owning property is as much a financial decision as it is a lifestyle decision. We believe financial advice is key when purchasing a home. Our team of experts provides financial advice and tools to Bay Area homeowners in their efforts to manage their housing needs, maintain a comfortable lifestyle, provide a college education for their children, and save enough for a long retirement. The complex interactions among these demands require a comprehensive approach to home financing.

How Are Our Financial Planning Services a Competitive Advantage?
Our clients make informed decisions about their financial futures. They can act with confidence backed by a balance sheet approach.
Put your entire financial life in to a model and make valuable projections about your future See the impact of your real estate decisions on your financial life before you make them Uncover and address additional concerns that affect your financial future Explore the relationship between your lifestyle, cash flow and real estate needs Peace of mind before and after your decision Financial planning provides our clients with confidence and grounds their decisions. Our clients adapt faster to the complex and competitive Bay Area real estate environment

Work With Us

We provide essential real estate and financial guidance to Bay Area homeowners and real property investors. Our commitment is to provide valuable services, philosophy, research, data and opinions to assist these ambitious Bay Area property owners.

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