Gain a New Perspective from a Financial Thought Leader

We are a firm of financial professionals who strive to deliver a confident financial future
to our clients. We have honed our skills in academia, government, and by managing and
advising the largest financial companies world wide. We now focus our work on high net
worth individuals. While many financial planners stick to a few familiar stocks-and-bonds-
diversification strategies, we embrace a wide array of conservative investment
strategies to protect and grow your assets.

We Specialize in a Broader set of Investments

For the past 100 years, the privileged few have reaped the rewards of investing while
shifting the risk of investing to others. Today, many of these same strategies are
available to you. Strategies that carefully reduce or eliminate losses from market
downturns. Strategies that employ tax accounting techniques of owning real estate with
secured cash flow. Strategies that can provide guaranteed growth and life time
retirement income. Strategies that could allow some assets to grow and be spent free of
income tax.

Protect your Money

It has been said that the definition of insanity is doing the same thing over and
over again, and expecting different results. Despite the unsettling decade of the
market’s performance and the lack of financial reform, many investors have gone
back to doing the same old thing over again, hoping this time for different results.
There are alternatives. Alternatives that are tax-smart, alternatives that protect
your assets, and even alternatives that provide certain growth guarantees. These
may be attractive — especially if you are tired of losing 10 percent or 20 percent
or 30 percent of your assets in one year.

Successfully Achieve your Lifestyle Goals

We naturally want to help you increase your wealth, but a simplistic plan to just grow
wealth is no plan at all. After all, the purpose of a financial plan is to let you
enjoy life. Feel financially confident. It requires not only a plan for growing
money, but a plan for when to spend money, and where to find that money to
spend. It requires a plan to insure that you, and perhaps your heirs, are well
taken care of – no matter what. Have a simple yet sophisticated,
understandable plan so that you can enjoy life and feel financially confident.
No matter what.

If you have questions, Let’s talk!

It’s Free. Call (650) 226 8133. Ask for Timothy Connor.

Asset Manager, Wealth Manager, Financial Planner

These are the terms typically associated with our firm. We want to be your trusted Financial advisor for your asset management, wealth management, and retirement needs. Our Financial Planners and or Asset Managers (whichever term you prefer) specialize in Retirement planning and pension plans. Please spend some time on our site. Here you will find useful information to help you plan for retirement. And don’t miss Dr. Timothy Connor’s weekly commentary on the New York Times Business Section.