Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Business Owners, College Funding Strategies, Risk Management Strategies, Estate Planning, Retirement Strategies
For me, financial planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve.
My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement. If I do my job right, you will feel confident in the financial decisions you make and your retirement. When done correctly, financial planning should be a healing modality that reduces, not adds, stress. My ultimate goal is to help people make sound decisions to enjoy a full life!
Holland Peter Richard, domiciled in CA. CA Insurance License: 0J20993. Investment advisory services are offered through MML Investors Services, LLC., a registered investment advisor.
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989 East Hillsdale Blvd Suite 230
Foster City, CA 94404