5854 Lonetree Boulevard
Financial Planning encompasses Financial, Personal, Family, Social and Health areas. By starting here, you can identify the areas that you need to accomplish your specific goals.
Encompassing all the important aspects of life
This is your vision, your wealth, your life – we’ll guide, you decide.With many financial products in the market, choosing the ones that best meet your needs can be complicated. That’s where we can help. We offer professional financial services and advice to help you design a Financial Plan that will help you to meet your current and future goals.
We have developed a different view of Financial Planning that encompasses all the aspects of your life that matter to you. By understanding your goals in these areas, we can best develop a Financial Pathway for you and for your future. This pathway or plan not only tracks your plan month-to-month, but also updates you on where you are at with obtaining your goals in real-time.
Whether reviewing all our products while creating your Financial Plan or looking for just one service, Atherton Wealth Advisors is available to assist you in meeting your goals.
If you are looking to create a pathway to your future, Financial Planning is the perfect solution. Here we walk through your goals with you and identify the areas you want to grow to success. By identifying goals within the five key areas of FINANCIAL, PERSONAL, FAMILY, SOCIAL and HEALTH, we are able to create your unique and personalized pathway that can grow with you over time to help achieve the results you want.
Budgeting/ Cash Flow Analysis Risk Management Investments & Insurance Estate Planning College Planning/ 529s Rental Property Analysis Mortgages/ Debt Management Reverse Mortgages
Money Market Funds Certificates of Deposit Mutual Funds Institutional Money Management Strategies Stocks/ Bonds Lifetime Annuities Real Estate Securities Stock Options
Life Insurance Disability Insurance Long Term Care Insurance
Retirement Distributions/ RMDs IRAs/ Roth IRAs IRA or Pension Rollovers Self-employed Retirement Pension & Profit Sharing SEP-IRAs/ Solo 401(k) Salary Reduction 401(k) TSA/TDA 403(b) Plans Non-qualified Retirement Charitable Remainder Trusts
Tax Reduction Tax Free Income Tax Deferred Income
Corporation Partnership Sole Proprietorship Buy/ Sell Strategies
Understanding the difference between a Certified Financial Planner and a Financial Advisor is just as important as deciding what school your child will attend. Learn why a CFP with an advanced education is important for your financial future.
firstname.lastname@example.org | (916) 626-5522