group health plans from local health insurance agents. We are dedicated to helping individuals and business owners find the best insurance solutions for their needs. We serve ourat our office in San Jose, on the phone, or via text request. Our goal is to

tailored plans that fit your individual needs, whether you are single, part of a family, a business owner, an, pay off your home, or prepare for retirement, we have the solutions. Business owners can rely on us to Partners can work with you to design a plan that meets your needs.

tax liabilities. Estate and trust planning is also part of an overall financial plan, for which we offer estate planning, taxation, trust administration and taxation services. We also provide business consulting services to help do-it-yourself business owners

and Marketing Consultant. For over 20 years, she has been helping small business owners, entrepreneurs, coaches, consultantsresults, Lisa offers an array of services for her clients, from presentation coaching to income and business through public speaking, to guidance on developing effective marketing plans. She also