Financial Planning Risk Management Retirement Planning Portfolio Design (including Tax Optimization) Estate Planning Life Income Planning Divorce Financial Planning

Axiom Advisory, LLC is a fee-only financial advisory firm located in San Francisco, CA.   We specialize in providing comprehensive financial planning, tax planning, tax preparation, and investment management services to individuals and small businesses.

Business planning, Financial Projections, Financial Planning, Business Development, Business Modeling, Investor Relations, Business Plan Consulting.

Our financial planning session is designed to review your current situation, and help you make smart decisions to reach your most important financial goals. Following our meeting you'll receive a written Financial Action Plan which will serve as a checklist to get your financial affairs on the right track. Common questions we address: How much should I be saving for retirement or my kid's college? In which types of accounts should I be saving money? How should I be investing my money right now? Should I buy or rent a home? How should I prioritize all the stuff I want to do with my money? Burgess Financial Planning upholds a fiduciary standard, meaning your interests are placed ahead of ours.

Ultra-tailored, tax-aware wealth management for business owners & families with $750K+ to invest. Our professionals each have 25+ years of investment experience.   We help investors make betterdecisions for the long term.  Modern Investing: fully personalized and tax-efficient, as taxes tend t…

Introduction: ING Financial Partners focuses on Investments, Insurance, and retirement solutions. We work with corporations, individuals and institutions to bring state of the art solutions to common problems. We help business and families develop investment, financial and estate planning strategies through our trust services, financial planning, and employee benefits channels.

Introduction: McCann HR Consulting The HR department for small businesses Special Projects for any sized businesses . Based in the Bay Area, serving all of CA and beyond CA Chamber of Commerce member. Services Provided include: Compliance, Performance Issues , Termination Review & Guidance,  Policy Questions. Leaves of Absence Guidance, On boarding and off boarding Set Up - Infrastructure for compliance. Employee Handbook - review and production, Corrective Action Forms. Performance Evaluation Forms, Offer letter On-Going Proactive Support. U Updates on New Laws, Exempt v Non-Exempt Guidance. Employee Development & Retention, Wellness Programs, Safety and Loss Control.

Blue Globe Administrative Services provides Administrative and Executive support to small, dynamic companies who wish to stabilize their headcount. We specialize in using collaborative technology such as Web Conferencing, Online Document Management Systems, and Online Project Management tools.

Our product is the customized investment management service.  For individuals, we can provide services for different types of investment portfolios such as individual or family investment accounts, education accounts, and various IRA accounts such as traditional, Roth or SEP-IRA.   We can provide investment management services for company or organization retirement plans and profit sharing plans.  In conjunction with other SRI retirement plan providers, we can offer self directed 401(k) programs.

During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.