Main Office: 650.377.4108
1850 Gateway Drive, Suite 350
San Mateo, CA 94404
It may sound like a challenge we'd all love to have, but handling a financial windfall intelligently isn't as easy as it might seem. Handled properly, the benefits and security of a financial windfall can last a lifetime. If not, it could cause more problems than it solves. If someone comes into money and that's publicized, they're likely to have friends and family and charities all pulling at them. The next thing they know, they look up and they don't have a penny left. [Read More]
When was the last time you reviewed your beneficiary designations for life insurance policies and retirement accounts? Very likely, the answer is "never." But you should review them periodically. Various life events can signal a need to review and possibly change your beneficiary designations. Consider whether any of the following events have occurred since you named your beneficiaries. [Read more]
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
See Osaic Wealth’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic Wealth offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic Wealth’s Forms ADV, Part 2A, which describe Osaic Wealth’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic Wealth’s broker-dealer services, and other client disclosure documents can be found here.
*Associated persons of Osaic Wealth who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm. Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
Maritza Rogers, CA Insurance License #0E50369; Robin Starr, CA Insurance License #0G64012; Jeffrey Better, CA Insurance License #0182274; Kaitlyn Zawada, CA Insurance License; Julie VanTilburg, CA Insurance License #0C21028 #4084200
