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Live Your

Dream Retirement


We use financial tools and strategies to help you achieve your goals.


 

Today’s retirement is different.

It’s not the final chapter in the book of life but rather the beginning... a second act. Join us at one of our workshops to see how we can help you with your retirement plan.

Get Started In

3 Easy Steps

discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Evaluate

Using our Five Step Retirement Planning Process, we’ll examine your current financial situation and determine your retirement needs.

plan

Receive a custom strategy to help you reach your unique retirement goals.

Trump-Tax

INSTANT DOWNLOAD

Will your retirement be affected by the Trump Tax Laws?

With this 10-page instant download, written by one of Washington’s savviest political observers, you'll discover:

  • How your taxes could be affected by the Trump tax change – today and in retirement
  • Ways to help ensure your portfolio is as tax efficient as possible
  • Strategies designed to make sure you don’t give Uncle Sam a penny more than necessary

Need more info? Attend a workshop.

Attend one of our informational workshops to learn more about retirement income strategies, wealth management and more...

October 18
Retiring in Trump’s America
6:30 pm | Piatti, Santa Clara 3905 Rivermark Plaza
Santa Clara, CA 95054 United States
October 25
Retiring in Trump’s America
6:30 pm | Scott’s Restaurant, Oakland 2 Broadway
Oakland, CA 94607 United States
November 1
Retiring in Trump’s America
6:30 pm | Frantoio Ristorante, Mill Valley 152 Shoreline Hwy
Mill Valley, CA 94941 United States
November 13
Retiring in Trump’s America
6:30 pm | Frantoio Ristorante, Mill Valley 152 Shoreline Hwy
Mill Valley, CA 94941 United States

Protect Your Assets with David Hollander

Get valuable information about financial, investment and retirement planning on the radio nationwide.

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