Successful financial planning will impact every part of your life. Change is ongoing in our work lives and our personal lives, sometimes happening suddenly and sometimes evolving over a long stretch of time. Some folks plan carefully for the future, while others – for a variety of reasons – find it difficult to work toward distant goals.
Our business is to do that work for you – to help you feel safe as you move through life’s passages, and to give you true freedom to be retired when you reach that important goal. We can help you move toward stability, security, and financial independence through careful planning and preparing for the unexpected.
Our group provides the highest level of service and integrity to each and every client. We believe that everyone’s needs are different, and we listen closely and work hard to understand your current situation and your financial needs and goals.
Our decisions and strategies are based on a combination of third-party research and our own in-house analysis. We maintain strong connections with fund managers and strategists throughout the investment community, because appreciating the market's view is as important as formulating our own. We keep abreast of current developments within the investment markets, as well as the broader financial climate. This helps us to gain insight and a greater appreciation of where the investment market is heading in the future. The better informed we are, the better we are equipped to aid your investments.
We welcome your inquiry, even if you think your needs or assets are modest. Our friendly, professional and straightforward personal approach is a hallmark of our business, and we look forward to serving you.Learn more about what we offer
Mary has more than 30 years experience in the financial services industry, which gives her the skills and knowledge to help clients with virtually any type of question or issue ranging from investments to insurance, taxation to real estate. Her love for her work is best revealed in her ability to discuss global economic policy with you as easily as she can give advice on purchasing long-term care insurance.
She holds Bachelor of Science Degrees cum laude in Economics and Business Administration from St. Mary’s College, Moraga, CA and a Master of Science Degree in Taxation from Golden Gate University, San Francisco, CA. Mary is a Certified Public Accountant. She also holds her California Community College lifetime teaching credential, which reflects her passion for client education.