INVESTMENT MANAGEMENT

We're prudent in balancing risk and return.
Our goal is your peace of mind.

Investing is an important component in successful financial planning and is included in our comprehensive 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, separately managed stock portfolios, 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

There are numerous issues surrounding long-term care. Do you need long-term care insurance? Do you have enough money to insure yourself? What is the impact on your retirement plan of long-term care expenses? Will you need to contribute money to your parents for their long-term care? These are just some of the questions that need to be answered as part of the financial planning process.

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.

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)

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 comprehensive 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 comprehensive financial planning process. We examine tax issues ranging from savings strategies to tax-deferral vehicles to investment decisions.

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