Cannon Beach Financial Advisors

2603 Camino Ramon | Suite 422
Bishop Ranch 3
San Ramon, CA 94583

ph: 888-839-9399

info@cannonbeachco.com

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Financial Planning

Financial Planning Solutions

Annual Financial Health Review
  • Current cash flow
  • Cash flow strategy - "Income Statement"
  • Asset and liability review - "Balance Sheet

Asset and Investment Portfolio Planning

  • Strategic investment portfolio development
  • Risk assessment and review
  • Tax efficiency planning

Retirement/Financial Independence Scenarios

  • Core lifestyle planning and review
  • Retirement income planning
  • Part-time/rental/other income sources
  • Pension, Medicare, and Social Security review

 Stock Option and Deferred Compensation Planning

  • Incorporation into overall financial plan
  • Valuation approaches
  • Exercise strategies

 Accumulation Goals

  • Children's education planning (K-12, college, grad/post-grad)
  • Home purchase(s)/home improvements
  • Auto/major purchase(s)
  • Travel
  • Major life events
  • Small business opportunities

 "What If" Scenarios

  • Emergency funds
  • Protection planning - life, disability, long-term care, health, property/casualty, E&O, etc.

 Estate and Beneficiary Planning

  • Beneficiary designation review
  • Gifting and donation planning
  • Wealth transfer opportunities

See CBFA Perspectives for specific financial planning topics

Contact us for more information

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2603 Camino Ramon | Suite 422
Bishop Ranch 3
San Ramon, CA 94583

ph: 888-839-9399

info@cannonbeachco.com