We are here to serve you, not to sell.
As fiduciaries, it is our duty to act in your financial best interest. We’ll guide you through retirement income planning, asset allocation, risk management, and life insurance decisions to help you pursue your full financial potential.
You don’t have to be a financial expert; we’ll help make you an expert in your finances.
What’s your next move?
Why Us?
Whether it’s retirement income planning, asset allocation, risk management, or life insurance consulting, we are here to serve your financial objectives, not to sell.
We know where you want to go because we listen. We know how to get you there because we’re professionals.
As fiduciaries, it is our duty to act in your financial best interest.
We’re not here to push; we educate you on your options so you can make the best decision.
Our Services
Financial Planning
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
Retirement Planning
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Investment Planning
Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
Small Business Retirement Plans
The creation of the Simplified Employee Pension (SEP) and the Savings Incentive Match Plan for Employees (SIMPLE) affords smaller businesses with a way to offer their employees a retirement plan. The SEP and SIMPLE were designed for businesses with less than 100 employees and y are less costly to administer than a 401(k).
Planning for Business Owners
Growing a business is a difficult undertaking today as business owners must confront a myriad of tax laws and regulations while trying to effectively create products or services, manage their employees, develop and cultivate clients, and do so profitably.
Insurance Planning
If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. Luckily, while you can...
Employee Benefits for Business Owners
There is a direct link between business success and employee benefits. Some of the most successful businesses are those with satisfied employees. And it shouldn’t surprise anyone that some of the most satisfied (and productive, dedicated and loyal!) employees are those that are content with the...
Meet Your Advisor
Matthew E. Dennis CPA, AIF
President | CEO
- From Hayward, CA
- Graduated with B.S. in Accounting, Minor in Econ from CSU East Bay
- Joined Financial Advisory Services Industry in 2014
- Licensed Certified Public Accountant for State of California
- Accredited Investment Fiduciary
- Series 6, 63, & 65 Licenses held through LPL Financial
