Strategic Planning
Comprehensive planning for your future
Once the needs and goals of our clients are understood, we work together with our clients to form a strategic plan to accomplish their future goals. We are there to guide our clients along the journey. As part of our comprehensive planning, we focus on the following strategic areas, as identified by each client.
- Investments
- Risk management
- Income tax
- Stock options
- Investment diversification
- Charitable giving
- Retirement
- Wealth preservation
- Wealth transfer
- Business succession
- Estate
For more information about Financial Planning Consultants, LLC, please contact one of the principals at (408) 287-7911 or by email at info@fpcllc.com.
Resume:
Marc Parkinson
Thomas Wagstaff
Edward Davis
John Kawamoto
Initially, we will work with you to determine your concerns, goals, and risk tolerance- essentially your overall financial profile (Quantitative as well as Qualitative). This fact-finding enables us to design an investment approach that is suitable for your level of risk and financial goals. Together, we will monitor the progress of the strategy employed and make the necessary modifications as circumstances impacting your financial strategy change. And together we will strive to make your financial goals a reality.
