Description: Your SF Fee-Only Financial Advisor
We work with individuals and small companies to implement effective investment management strategies and build assets over the long term. Our main fields of expertise are:
Working with a financial advisor who is an expert on small business retirement planning will make your life easier, as your primary concern should be making your business thrive. We’ll help ensure your 401(k) retirement plan is more efficient and less time-consuming.
Look through literature by the Nobel prize winners. Listen to Warren Buffet. The answers are clear: Low cost, broadly diversified passive investments will beat active management. We make use of only extremely low-cost, pure no-load passive investments to help you keep costs low and let your investments grow.