Financial Planning

Are you tired of financial advisors who only talk about investments? We often hear, "I need tax and retirement advice, too. Can you help?" 🎯Absolutely! Embrace Wealth Management offers a full spectrum of services to cover all your financial needs.

Your Questions: Our Mission

Am I invested in the right stuff?

Am I paying too much taxes? How can I reduce my tax liability?

Can all my assets and investments get me to and through retirement?

Do I have enough money for retirement?

Do I need to be investing in anything else?

Should I be worrying about things I hear in the news?

What happens if I need to start caring for my parents financially?

What if I get sick? How do I make sure my family is cared for?

Whether it is comprehensive financial planning or a specific planning topic, we can help.

Retirement Income Planning

Investment Strategies

Income Tax Planning

Charitable Gifting Strategies

IRA Rollover Services

401k 403b 457

Estate Planning Analysis

Insurance Analysis

“What If” Cost-Benefit Analysis

Socially Responsible Investing (SRI)

Environmental, Social, Governance (ESG) Investing

Social Security Maximization

CalPERS Optimization Strategies

CalSTRS Optimization Strategies

Pension Optimization Strategies

Defined Benefit Plans

Defined Contribution Plans

College Education Planning

Stock Options Analysis

Roth Conversion Analysis

Multi-Generational Planning

Deferred Compensation