Our Services

How We Work

Your financial situation is unique, which is why we will work closely with you to determine a suitable strategy for your individual needs. Our no-obligation professional consultations can provide you with detailed information about all the financial products available to help you pursue your financial goals.

Financial Planning
Stocks, Bonds and Annuities
Mutual funds
Retirement Planning
401(k) and 403(b) Rollovers
Tax Reduction Strategies
Education Funding
Life Insurance Planning
Long-Term Care Planning
Trust Services

Manage Your Account

For more information and to make an appointment, send us a quick email or call the office, Mona Boomer (408) 731-4298. We would welcome the opportunity to speak with you.