We create and maintain goal-based retirement plans for worry-free post-retirement lifestyles.
We recommend diversified investments for protection and for growth and reallocate as circumstances change.
We analyze costs, identify sources of funding, and advise on tax-beneficial savings approaches.
Cognizant Wealth Advisors provides close, personalized guidance to individuals and families to help you attain financial independence and retirement peace of mind. We assist you in developing financial plans and making informed investment and other financial decisions that support the myriad goals you have for your life. Can you recall a time in your life when you felt exceptionally care-free? It’s likely you weren’t worried about your financial situation. Our goal is to help you recapture that feeling by discovering and making the right choices today that will lead to financial security in the future.
Considering changing jobs? Going through a divorce? Inheriting money? Receiving company stock or options? All these situations require making numerous choices that can have a huge impact on your future. Let us help you make the financial decisions best suited to your unique goals in life. If you’re looking for a financial planner in Palo Alto, Los Altos, Mountain View, Menlo Park, Cupertino, Sunnyvale, or anywhere in the San Francisco Bay Area, please contact us today to schedule a free consultation.