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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

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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
 

Discusses ETF adoption and advantages over mutual funds.

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Explains new federal law and DOT rules for air-travel consumer rights.

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

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

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

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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

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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