Inquire above or
Call (415) 685-3581:
We make every effort to accommodate
your schedule. We will attempt to provide at
least 3 reasonable dates. Beginning no earlier than 7am and ending no later than 7pm Mon-Sat in your locale.
We bill out at $100-300 hour based on the complexity of the work - inquire in Special notes.
James C. Brandon CA# 0C73572 JCB Capital Performance 1839 Ygnacio Valley Rd. #123 Walnut Creek CA 94598
To optimize the consultation, Please:
Identify all areas of interest that you wish to discuss during your Consultation:
Comprehensive Financial Planning
Insurance Planning, Tax Planning, Education Planning, Retirement
Planning, Asset Management, Estate Planning, Risk Management, and
a. Strategic Insurance & Annuity Planning:
Discuss risks & liabilities, products (premiums, deductibles, and coverage) & services.
b. Strategic Tax Planning:
Discuss opportunities & long-term planning.
c. Education Planning:
Discuss options available specific to your family's situation.
d. Strategic Retirement Planning:
Discuss options available to maximize contributions, benefits & performance.
e. Strategic Estate Planning:
Discuss options available specific to your family & business situation.
f. Risk Management:
Discuss risk profiles & appropriate risk management.
g. Strategic Asset Management:
Overview of assets owned & future purchases and sales.
h. Strategic Portfolio Management:
Overview of Client's portfolio & changes needed to accommodate Client's future needs and wishes.
- see Portfolio Management application for specific analysis and specific recommendations.
By submitting this application