Trust. Reliability. Accessibility. These are all important ingredients in a successful working relationship - and should guide your choice of a financial advisory firm.
Financial Planning
Our step-by-step financial planning services are designed to help you achieve your financial goals, as well as greater long-term financial security.
These services include:
- Analysis of family budgets and net worth
- Clarification and prioritization of goals and objectives
- Cash flow analysis and planning
- Education planning
- Retirement planning
- Development of a formal financial plan
- Plan implementation and product suitability
Tax and Estate Planning
Our affiliation with
Hood & Strong LLP provides our clients with access to one of the Bay Area's oldest and most respected accounting firms. The professionals at Hood & Strong LLP have the knowledge and resources needed to help clients mitigate tax liabilities and work effectively within existing laws and regulations.
Philanthropy
Charitable giving satisfies a multitude of objectives, from mitigating tax liability to creating a legacy. At H&S Financial Advisors LLC, we work with you to help you fulfill your goals and benefit your chosen charities.
Our affiliation with Hood & Strong LLP and our network of resources enable us to offer a streamlined approach to multi-disciplinary services for families and individuals.
Highly cost-effective and productive, our services integrate areas of knowledge such as:
- Wealth Management
- Estate Planning and Wealth Transfer Strategies
- Tax Planning
- Family Administrative Services
- Real Estate Advisory
- Philanthropy: Planning and Administration
- Executive Compensation Structuring and Administration
- Succession Planning
For more information call us at 650-610-6100.
Our client-centered approach ensures that your needs are our priority, and our structured process results in clearly defined goals and carefully crafted investment solutions aimed at helping you achieve those goals.
Corporate Benefits