In the News: EP’s Director of Tax and Estate in Financial Advisor Magazine

With the new tax law, we sometimes see that our clients’ estate plans are out of date and could use a review.

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In the News: Stephanie Richman in The Street

With the holidays rolling around, there's a lot of pressure to spend on gifts, parties, and family travel.

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First-Time Homebuyer? Here’s How to Prepare Financially

Author: Adam Werner

Adam Werner, CFP®, CPWA® weighs in on Redfin to give a few financial tips for first time home buyers and those looking to buy within the next few years. From crunching some numbers to starting a savings account, here are a few of his helpful comments in this article

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In the News: La Morinda Weekly - Top 5 End of Year Tax Moves

When it comes to taxes, I get a lot of questions from my clients about tax planning tips. It’s especially timely because we will be offering tax preparation services for our clients starting in spring of 2020.

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4 Things to Look for in a Financial Advisor

No two financial advisors are exactly the same.

As you begin your search for a financial advisor, you’ll quickly find out you have a lot of options. We recommend that you keep these characteristics in mind through your vetting and research process.

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