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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

We have interesting videos for you to watch on my site.

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
 

Advises small businesses on cybersecurity risk management.

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Outlines steps toward handling financial setbacks and emerging stronger.

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Shows how qualified longevity annuity contracts create lifetime income.

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Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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How much do you need to save each year to meet your long-term financial goals?

How much life insurance would you need to produce a sufficient income stream for your family?

Use this calculator to determine whether you qualify for the different types of IRAs.

How much will it cost to pay off a loan over its lifetime?

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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