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Our Clients
Some of our clients are pro-active individuals looking far ahead to retirement. Others, for whatever reason, have fallen behind in terms of saving for the future. Both come to us because they feel they could be doing more to prepare and save.
Our clients are looking for unbiased guidance and transparent dealings. They count on the fact that we have their best interests at heart for all of our recommendations.
Small Business Owners
We understand (from our own
experience) just how busy your life can be juggling all the responsibilities
of business and family. Business owners come to us because they need to save
for the future (often tied to reducing their tax liability), while seeking
guidance on how to grow, wind-down, sell, or exit their business. As an entrepreneur,
your personal and business finances are inextricably
intertwined, and it is our role to be your guide. Aikapa continues to guide small business owners over these
complex waters, helping them to meet near and long-term goals
(both personal and business), while reducing some of the inevitable stress
and anxiety that comes from having a lot on one's plate.
Families on the go, Future Retirees
The full spectrum—whether you
are thinking to buy a home, change jobs, save for your kids education or
prepare for retirement it always pays to start with a well thought
out financial plan. Once you've got a good plan together and created an
implementation and maintenance schedule, managing your
wealth falls naturally into place. Some of our clients look to us for
guidance, others prefer that we completely
drive their vision. Either way, your detailed financial plan is your
essential roadmap, helping you to stay on track of your dreams.
Check out Our Solutions page to learn how Aikapa can help you move forward.
Aikapa
Wealth Planning & Management
Offices in
San Francisco & Corte Madera
Edi Alvarez, CFP®
Certified Financial Planner™
415.548.0257
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