Our purpose is to help clients live well. Living well can mean different things to different people, but for many it just means having peace of mind. We believe a values-based approach is a successful guide to living well and helping you define a life free from want. What We Do: We offer financial advisory services to business professionals and retirees so they can secure a future free from want.
Mark received his Bachelor of Science degree in accounting and finance. He subsequently graduated from California State University, Sacramento with a Master's of Science in Taxation. Mark is a CERTIFIED FINANCIAL PLANNER practitioner and a past president of the Financial Planning Association of Northern California. He also serves as a current board member of Shoulder to Shoulder, a non-profit organization which prepares urban fatherless young men for life.
Mark's practice focuses on advising small business clients in the Northern California region. In that capacity, Mark brings over 20 years of tax experience to his closely held business clients in the medical/dental, professional, and real estate service industries.
Mark received his Bachelor of Science degree in accounting and finance. He subsequently graduated from California State University, Sacramento with a Master's of Science in Taxation. Mark is a CERTIFIED FINANCIAL PLANNER practitioner and a past president of the Financial Planning Association of Northern California. He also serves as a current board member of Shoulder to Shoulder, a non-profit organization which prepares urban fatherless young men for life.
Mark's practice focuses on advising small business clients in the Northern California region. In that capacity, Mark brings over 20 years of tax experience to his closely held business clients in the medical/dental, professional, and real estate service industries.
Services
For many individuals federal and state income taxes represent their single largest expenditure.
Effective tax planning should aim to control tax obligations by forecasting future liabilities and providing for tax payments in a manner that avoids penalties and interest.
Tax planning and tax preparation are different.
Planning allows you to take proactive financial steps to reduce the taxes you pay when it's time to file your return.
Tax planning takes time: it is crucial to put tax strategies into place early.
Effective tax planning should aim to control tax obligations by forecasting future liabilities and providing for tax payments in a manner that avoids penalties and interest.
Tax planning and tax preparation are different.
Planning allows you to take proactive financial steps to reduce the taxes you pay when it's time to file your return.
Tax planning takes time: it is crucial to put tax strategies into place early.
Our investment approach is deeply rooted in the belief that markets are "efficient."
As such, investor returns are determined principally by asset allocation decisions, not market timing or stock picking.
The belief in market efficiency allows us to focus on the design and implementation of client portfolios.
We are less subjective and more systematic in the design and asset allocation approach, even in challenging markets.
All portfolios carry some level of risk, but not all risk is equal.
Limiting risk (or volatility) in your portfolio should be commensurate to your financial goals and time horizon.
As such, investor returns are determined principally by asset allocation decisions, not market timing or stock picking.
The belief in market efficiency allows us to focus on the design and implementation of client portfolios.
We are less subjective and more systematic in the design and asset allocation approach, even in challenging markets.
All portfolios carry some level of risk, but not all risk is equal.
Limiting risk (or volatility) in your portfolio should be commensurate to your financial goals and time horizon.
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