Aikapa Financial Planning & Investment Management

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Financial Planning & Investment Management
For Those With a Passion to Excel and the Desire to Make a Difference

 

Ongoing Support
We provide ongoing consultation on:

  1. Topical Tidbits on Financial Planning (see Financial Bites link)Ongoing Support - woman and two men
  2. Periodic meetings to align your plan with your goals
  3. Coordination between CPAs, attorneys and other financial advisors
  4. International Financial Planning
  5. Stock Option Strategies
  6. Investment Diversification
  7. Employee Benefit Valuation
  8. Tax Deferred, Tax-Free and Taxable Savings
  9. Retirement Planning - Annual Projections
  10. College Planning
  11. Career Change Financial Planning
  12. Aligning your goals with new demands and philanthropic opportunities


  13. For questions related to ongoing support, please feel free to call us.


 

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© 2007-2010 AIKAPA
PO Box 5226 Larkspur, CA 94977-5226