Understanding Today’s Financial Environment
As a fifth generation San Franciscan, a father of four, and a Financial Advisor since 2000, I understand that we all face unique financial challenges. The list of financial concerns and considerations facing us today is seemingly endless. And there are no easy answers or a solution that fits everyone.
My approach is to help you invest strategically, reduce your exposure to taxes, meet your insurance needs and provide a plan to successfully transfer your wealth to your children and grandchildren.
I can provide you with the following financial services:
- Managed asset plans - for professional fee-based portfolio management through LPL Financial
- Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
- Cash flow analysis - for everyday budgeting
- College planning - long-term planning to ensure you’re ready
- Retirement planning - to design an investment strategy to help you meet all of your retirement goals
My commitment to helping you pursue your financial goals combined with my strong community and family values provides the foundation on which trusted relationships are built.
Learn more about my background and financial planning philosophy.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Bonds may outperform stocks one year only to have stocks rebound the next.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Here is a quick history of the Federal Reserve and an overview of what it does.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The decision whether to buy or rent a home may have long-term implications.
When should you take your Social Security benefit?
Learn how to harness the power of compound interest for your investments.