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Wealth Planning and Management
So that your wealth supports your goals

 

Coaching
We provide one-on-one coaching to assist our professional clients so that they can better manage their finances.

Our topics include:

  • Financing Your House Primer
  • Cash Flow Management
  • Investment Strategies
  • 401(k) Planning
  • SEP-IRA Strategies
  • Defined Benefit Plans
  • Roth IRAs
  • Tax Benefit Planning
  • Estate Planning
  • Gifting
  • Taxation Planning for Business Entity


  • We also will participate with your financial professionals to provide you with an integrated approach to your complete finances.

    For additional information related to coaching, please feel free to contact us.

     

     

     

     


     

     © 2007-2008 AIKAPA
    PO Box 5226 Larkspur, CA 94977-5226