Educating on budgeting, investing, pensions, CalPERS, and more. Professional financial guidance throughout your career.
Delivering hands-on portfolio management and expert advice to optimize your investment strategies long into retirement.
Reviews of your employee benefits and MOU. Assistance with disability claims, Industrial disability retirements, death claims, and guidance for surviving spouses.
Providing detailed pension calculations, and assistance with your retirement process & paperwork. Comprehensive financial plans to guide your transition into retirement & beyond.
Developing living trusts, life insurance solutions, and long-term care plans to safeguard your family and legacy.
Detailed evaluations of community property issues, reciprocity, buyback options, sick leave conversions, and service credit repurchases.
