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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
 

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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This Cash Flow Analysis form will help you weigh your income vs. your expenses.

This calculator is designed to help you attach a dollar figure to your life’s work.

Compare the potential future value of tax-deferred investments to that of taxable investments.

Use this calculator to determine whether you qualify for the different types of IRAs.

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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