February 2020 Newsletter



Our newsletter is now available for your reading/learning pleasure! This month’s topics include:    The SECURE Act Offers New Opportunities for individuals and Businesses; Closing Gaps in Your Insurance Coverage; How can I lower my credit card debt? What are continuing care retirement communities?


Click on the link to enjoy:      February 2020 Newsletter

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BBQ Shred-It Event: Sunday, Sept 13, 2020

Our Shred-It Event will be held on Sunday, Sept 13, 2020 from 12:00 PM to 4:00 PM in front of our San Leandro Office.  We look forward to seeing you and your family there.  Note:  This is a Client “Only” Event.