Signature Services
We are independent wealth and estate advisors focusing on the following specialized areas:
- Financial Advice and Planning
- Investment and Portfolio Management
- Estate, Gift and Legacy Design
- Risk Management and Insurance Strategies
- Business Succession
- Corporate Financial Education
Corporate Financial Education
Our Expertise
In today's corporate America, attracting and retaining top talent is a challenge for even the best companies. Enticing benefit packages have always been part of the solution, but does this serve it's purpose if the employee doesn't understand all the good things being offered by their firm? Recognizing that workers are anxious about their finances, companies in increasing numbers are reaching out to help by setting up seminars at the office and making one-on-one advice available.
We excel in just this type of service. Our advisors have travelled nationally to speak with associates and executives at Marriott International since 2002, Starwood Hotels & Resorts since 2005, and several local firms in northern California since 1999. The goal is to communicate the basics of financial planning, investing, and other personal financial concerns within the context of each firm's benefit packages, insuring your key people are better informed and confident about the future.
For us, the keys are to make it fun and stay independent; there is no selling. Our core beliefs are that financial planning is for everyone; knowledge is the gateway to securing individual goals become reality. As part of the program, each person who would like to have individual one-on-one follow up with one our advisors to ask more specific questions about their situations is set up with that option. In this way, the general information for the group can become actionable insight with which to make decisions.
Marriot Executives
Our advisors have had a unique relationship with the hospitality industry for many years, working closely with hotel executives and managers to plan for their financial futures. For Marriott International, we have spoken to associates nationwide through our corporate education and proudly say we have many households in the MI family as clients.
Marriott ranked # 72 in the 2008 Fortune Magazine list of '100 Best Companies To Work For', boasting some of the lowest employee turnover in the industry. As an employee, you may not be aware of how best to manage your benefit package, select funds in your Retirement Savings Plan, or manage your stock options. We know your company inside and out, and will work with you to maximize all that is available in planning for your future.