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1153 Lincoln Avenue, Suite D
San Jose, CA 95125

Phone:

408-995-6851

Fax:

408-995-6855

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

An Employee and Executive Benefits Firm

We pride ourselves on helping solve problems and finding solutions to your employee and executive benefit concerns. We understand that what works in one company situation may not necessarily fit for you. Our combined 30 years of experience helps allow us to provide you with the tools you need to help you succeed. We offer custom solutions for now and as your needs change in the future.

Term Life/Long-Term Care Insurance
 

Group & Individual Insurance
 

Explains benefits of employee-stock ownership plans for succession planning.

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Explores how investment strategy changes once retirement begins.

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Explains how future tax rules may impact deductibility of charitable donations.

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Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Use this calculator to estimate how much income and savings you may need in retirement.

How much will it cost to pay off a loan over its lifetime?

This calculator can help you estimate your annual federal income tax liability.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck