See where your money can take you
Financial planning is more than just money management, it’s a tool to help you realize your dreams
Financial Planning — Customized For You
You’ve worked hard to build a life that works for you and your family. Your financial plan should reflect that life and your unique goals. Our team believes in working with our clients on a personal level, tailoring each plan to their individual dreams and objectives. We will help navigate market volatility while keeping our eyes on what matters most to you. Learn more about our services to see how the Peninsula Wealth team can help you achieve your dreams.
How We Plan For Your Success
Meet with the Peninsula Wealth team and lay out where you are today.
Prioritize your financial goals and resources (short term, long term and estate planning)
Develop an actionable plan based on your goals, timeline and resources.
Measure progress against your goals and realign where necessary.
Financial planning is more than just picking and choosing investments. Peninsula Wealth is here to help you plan for what the future holds. Schedule time with our team to discuss your goals.
How We Can Help
We take a holistic view of your needs to build a plan that helps navigate life events.
The plan for retirement starts now. Let our team help you make your vision for the future a reality.
Company Stock Compensation
We can help you navigate stocks, equity, and your entire compensation package.
We will build an investment strategy that matches your values and your vision for the future.
Tax Minimization Strategies
Your tax burden can impact your financial plan. We can ensure that tax implications have been considered.
Estate and Legacy Planning
We can help you plan for the future by considering your values as well as your assets.
As your partner in financial planning, our team can help you to prepare for the unexpected risks that life may hold.
Charitable giving can be truly rewarding. Integrate your financial planning with your contributions. We can help.
The new year is a great time to evaluate your financial goals and your plan to meet them. Here are 7 tips for starting the new year off on the right foot when it comes to your financial goals!
When planning for your family’s future and establishing your legacy, it’s important to consider any inheritance laws or practices that will impact your beneficiaries. Inheritance laws and practices can be confusing at best so we’ve pulled together a few important...
This post was written by Bob Keane, CFP® – Financial Advisor I am sure we are like most financial advisors in that we are fielding more calls from clients regarding “investments” in crypto “currency.” I put quotation marks around these words intentionally because...