Wealthkeepers.net

The difference is, we come to YOU.

Silicon Valley and the Motherlode area,

(from Mariposa, north to Placerville.)

Welcome! We are CERTIFIED FINANCIAL PLANNER Certificants offering personal service to the Silicon Valley and the Motherlode including Jackson, Placerville, Angels Camp, Murphys, Mariposa, Arnold, San Andreas, Sonoma, and Pioneer.

As an independent planning firm with no company affiliations, we offer tailored investment plans for your own unique needs and desires as well as continuing advice to retirees, or, as is becoming more common; early retirees!

Retirement programs a specialty, 401k, pension, stock options, IRA, and other issues relating to that all-important topic: Our Life Savings! Friendly and accessible advice, never a charge for inquiries.

The name of our homepage says it all - Wealth Keepers.net

Do you have an inheritance, stock portfolio, stock options, or a large 401K that you really don't feel comfortable managing for your family? Is your family's net worth moving up and down hundreds of thousands of dollars in a weeks time? Uncomfortable in the dark? Need the right questions asked?

If you have come to that point in your life where you really need some help with wealth management for your family this homepage will give an introduction to what we as CERTIFIED FINANCIAL PLANNER Certificants do to help people like yourselves.

We run a simple down-to-earth and friendly practice usually without commissions and always without sales pressure. We are independent Planners - meaning we work for YOU, not for the investment companies.

For decades now we have been helping people with the most intimate details of their financial lives; professionally, confidentially, and with continuing service to our clients. If you need someone to present your financial options in a clear, non-biased, and helpful way we'd like to hear from you - take a look at the informative web page articles and please give us a call or email for a complementary appointment.

About Us

Do you have the time, training or experience to effectively deal with your financial goals and concerns? At Our Life Savings.com we realize that you work hard at being a good parent or to excel in your career or business. But to effectively and objectively analyze and address your personal and business issues you may need a professional advisor. A specialist.

Our Life Savings.com can help you design a financial plan that helps you meet your financial goals. We'll help you address your fears, constraints and preferences, so that you can have peace of mind.

Our Life Savings.com is dedicated to individualized services. We work with you one on one to develop a strong understanding of your goals in life and come up with a plan for pursuing them.

We can help you with:

  • Managing investment assets
  • Planning for college
  • Minimizing income taxes
  • Tax preparation
  • Planning for retirement
  • Paying less tax in retirement
  • Developing an estate plan
  • Purchasing disability, life and long-term care insurance
  • Elder care planning and asset protection strategies
  • Accumulating assets for a specific goal (i.e., a new home, vacations)
  • Maximizing employee benefit plans
  • Business coaching and planning
  • Establishing a retirement plan for you and your business
  • Managing debt

The financial planning process begins with a consultation to discuss your goals and concerns. In order to prioritize these concerns and develop an understanding of what is most important to you, we gather information about your current situation and pay close attention to your strengths and weaknesses. In the initial consultation, we try to determine how we can help you. We then help identify strategies necessary to achieve your goals and discuss them with you at a subsequent meeting.

A challenging aspect of financial planning is adjusting to the periodic changes that occur in one's life, as well as, the external forces (i.e. tax laws, interest rate, etc.). We meet with you on a regular basis to review your situation and make sure that you are on target to pursue your goals.

We are a proud supporter of the disability network!