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Longview Planner works with clients to establish and achieve
financial and estate goals through systematic and objective planning.
As we are a fee-only practice, our services are based on clients'
specific needs, interests, and goals. We do not earn commission
from outside companies for selling you products and services; we only
work for you. We succeed when we earn your trust and help guide you in
achieving your goals.
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We provide two services:
- Estate Planning:
The estate planning is to help transferring assets in effective and efficient ways. “Effectiveness” means the assets go to the intended beneficiaries; protect assets from creditor and divorce. “Efficiency” is achieved by reducing gift, estate, or income taxes as well as probate expenses. We will provide comparisons and analysis to ensure client understanding tradeoffs and choices in these critical decisions.
- Integrated Financial Planning:
We look at taxes, life insurance, retirement planning, estate planning,
and investment strategy against clients' financial goals.
The result is a detailed report that clients can adopt to improve their
financial situation and mitigate their potential exposure to risk.
We offer a
free 30 minutes
consultation session for new clients. Please contact us
to schedule your appointment.
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contact@longviewplanner.com
650-390-9888 x203
650-390-9515
