For many of our clients, planning their legacy is a way of expressing their values. Your financial plan should help you support, provide for, and build a foundation for the next generation in a way that gives them every opportunity to thrive and ensures your assets are being utilized in the most efficient manner possible. Learn more about how we approach estate planning: https://lnkd.in/gSQk2wn #estateplanning #financialplanning #legacy
Peninsula Wealth, LLC
金融服务
San Francisco,California 1,161 位关注者
Peninsula Wealth is an independent wealth management firm with dedicated professionals ready to meet your needs.
关于我们
Financial planning is more than money management, and our team has the expertise to provide your family with the comprehensive financial planning services that can be customized to your needs. As your needs or goals change, so can the ways we work together, but you’ll always be able to benefit from our years of collective experience helping others like you. Our services: - Wealth Management - Retirement Planning - Company Stock Compensation - Investment Strategies - Tax Minimization Strategies - Estate and Legacy Planning - Risk Management - Charitable Giving Book some time with our team to see how we can help: https://peninsulawealth.com/lets-chat/
- 网站
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https://www.peninsulawealth.com/
Peninsula Wealth, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- San Francisco,California
- 类型
- 私人持股
- 创立
- 2010
- 领域
- Financial Planning、Investment Management、Tax Planning和Estate Planning
地点
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主要
350 Townsend Street
Suite 411
US,California,San Francisco,94107
Peninsula Wealth, LLC员工
动态
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It's not to late to set your financial planning up for success in 2025! Whatever goals or aspirations you set for yourself for the year, we have 8 tips/resolutions to get you closer to achieving all of your financial goals. If they are not already on your list, we encourage you to add them! https://lnkd.in/dK7EmHzy #financialplanning #2025 #resolutions
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How much can you withdraw from your retirement portfolio each year? For many investors, the go-to answer is 4%. Read on to explore the different strategies that retirees can use to determine the appropriate withdrawal rates for their portfolios. https://lnkd.in/eCaT3ih4 #retirement #financialplanning #distributions
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My heart is full today as Peninsula Wealth turns fifteen. We have seen so many things change though this amazing journey: from that day Tejal Shah and I left Merrill Lynch , having our second son Logas , and seeing the Peninsula Wealth team grow through all of our life challenges and market conditions. We are so grateful to have amazing clients and partners and I want to personally thank all of you for making Peninsula Wealth what it is ! Here’s a few snaps from yesterday’s team celebration at Top Golf ?? Sam Terminello, CFP? Angelica San Felipe, CFP? Bob Keane, CFP? Brett Davalos Kristina Ventura Marci Joachims
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Your financial planner is not your accountant - but we believe that taxes (and specifically tax minimization) do play a role in how we think about financial planning. Depending on your stage in life, your financial plan and asset portfolio may have a big impact on your tax burden. At Peninsula Wealth, we will work with your CPA (or help you find one) to minimize your tax burden and to ensure the process of filing your tax returns is as seamless as possible. https://lnkd.in/etxuQft #financialplanning #services #taxes
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If you're retired, or soon will be, riding out a roller-coaster market can be nerve-racking. Try to hold steady and focus on balancing your investments. https://lnkd.in/gZYiSYM7 #personalfinance #marketvolatility
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One of the benefits of the digital age is the freedom that comes from being able to access and manage your important accounts and data from anywhere – but it also comes with risk. And financial accounts are especially vulnerable because they contain not only your personally identifiable information but your literal assets. Read our recent blog post for a few things we recommend to help keep your accounts safe and secure: https://lnkd.in/eD_FHtaQ #security #cybersecurity #financialaccounts
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Tax season is coming up fast. Interested in regular updates on filings and deadlines? Check out this daily tracker: https://lnkd.in/eGWXFTw4 #taxseason #personalfinance
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Investment strategies help to guide the decisions you make around building a portfolio of investment assets. At Peninsula Wealth, investment strategy is customized to the individual. We will help you build an investment strategy with your particular asset portfolio, your risk tolerance, and your long-term investment goals. https://lnkd.in/enCvY7d #investments #financialplanning
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New SECURE 2.0 Act rules have kicked in to reshape distribution and taxes for inherited IRAs and retirement plans. Read on for strategies to help beneficiaries. https://lnkd.in/esq9kWNm #retirement #financialplanning #personalfinance #taxes