CONNECT

Address:

2021 Las Positas Court Suite 165
Livemore, CA 94551

Phone:

925-447-0904

Fax/Other:

925-215-2386

CASH, DEBT AND RISK MANAGEMENT

Establishing effective financial management strategies is the foundation for getting your financial house on solid ground.  We can help you make smart decisions about managing your cash resources; managing your debt; and protecting your family against possible financial risks. Our services include personal cash flow evaluations and real life spending and savings plans.


We are experienced in multiple disciplines, we help you understand the risks you face in multiple areas. These include life and disability insurance needs as well as the need for long term care insurance. Our goal is to assist you in determining your real risks and the amount of insurance coverage, if necessary, that is required to sufficiently manage those risks. When necessary, we can also help you find cost-effective strategies to pursue your needs.

 

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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