INVESTMENT MANAGEMENT

We strive to balance risk and return.
Our goal is your peace of mind.

Investing is an important component in successful financial planning and is included in our ongoing management package. Our investment philosophy is straightforward — it's geared toward prudent investing of your money to balance risk with return. Of course, we collaborate with you to customize a portfolio that reflects your objectives, time horizon, and risk tolerance. Depending upon your situation, we use such investment vehicles as no-load mutual funds, ETFs and individual bonds.

If you think this style of investing will help you sleep more soundly at night, we may be a good match for you.

RETIREMENT PLANNING

Life expectancies continue to rise changing the way we think of retirement. We view retirement as a life transition. With many people spending one-third of their lives in this phase, Financial Connections helps you to define your vision of this period. Will you work part-time at a job you enjoy? Would you rather not work at all? Do you plan to volunteer your time for a non-profit organization or a cause you believe in? Our role is to help you define this future and see how your finances fit with your vision.

LONG-TERM CARE PLANNING

We hired a long-term care consultant to develop a specific long-term care plan in advance of needing assistance. This helps your family be prepared before care is required. If you have a long-term care insurance policy, our consultant will audit it. And, if you or a family member need to file a claim, they will file it on your behalf. Recommendations on care assistance will also be available.

ESTATE PLANNING

Of all the reasons to consider financial planning, your loved ones may be the most important. The emotional trauma caused by the death of your spouse/significant other is acute. Having your estate in order helps minimize the stress during this period.

Our role is to help you in this endeavor.

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We offer hourly financial planning services for individuals and families regardless of income, net worth or assets.

Hourly planning is ideal if you need:

• A check-up to determine progress in meeting  financial goals
• A second opinion on financial issues
• A financial planning road map
• Retirement planning strategies
• Review company retirement plan investment options and benefits
• Review of investments in a 401(k)
• Investment review for do it yourselfers

Financial Connections will charge only for the time we spend to deliver the answers or solutions that clients seek. If you are interested in our hourly service, please call our office to discuss the documents needed for our initial 30 minute meeting. There is no-charge for the initial consultation.

Click here for a pdf of the required paperwork.
Click here to download a pdf brochure with more information about our hourly financial planning service.

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DIVORCE FINANCIAL ANALYSIS

Financial Connections offers divorce financial settlement services with a Certified Divorce Financial Analyst™.  A CDFA can help you by identifying financial scenarios available to you. We give you advice on different strategies and map out your options so that you can make informed decisions. Our goal is to reach an agreement that both parties consider equitable.

A divorce financial settlement must consider not only your short term needs, but your future potential as well. Financial Connections is there to help you gain peace of mind as you move into the next phase of your life.

A CDFA™ Helps You By:

     • Providing financial information and analysis
     • Identifying potential settlement alternatives
     • Facilitating financial changes
     • Giving you a clearer picture of your financial future

For more information contact Jill Hollander at 415-924-1091.

Download the Financial Connections CDFA Brochure (PDF format)

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RISK MANAGEMENT

Risk is an inherent part of life. Insurance is one of the ways to transfer risk and protect ourselves and our assets. This can take the form of disability, life, long-term care, liability and property and casualty insurance. We are not insurance agents and do not sell insurance. But we work with you to identify the risks and are available to work with your agent(s).

TAX SERVICES

We offer tax preparation and consultation for ongoing management clients. This service usually includes:

• Tax preparation
• Tax strategy, if applicable
• Year-round tax advice

We encourage all of our tax clients to communicate with us during the tax year. It provides us an opportunity to avoid surprises.

We realize that the impact of taxes is a component of the financial planning process. We examine tax issues ranging from savings strategies to tax-deferral vehicles to investment decisions.

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