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.