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Piedmont, CA
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Category: Recent Projects

Oakland, CA | Best Financial Advisor Bay Area; Planning with Restricted Stock

Mon, November 25 2019 - 1:40 PM
Like many of our clients, Mark works at a Bay Area start up company that compensates employees with stock options, restricted stock units (“RSUs”) and the opportunity to participate in the Employee Stock Purchase Plan (“ESPP”). He and is wife Lee, who are in their 40s, came to First & Main Financial looking to verify they were on the right path to meeting t…

Oakland CA | East Bay, Piedmont; Financial Planning and Investing for Young Fami…

Mon, November 11 2019 - 3:04 PM
Preparing for Every Possibility: Getting started as a new family can be overwhelming – your life completely changes once you have a little person depending on you. Our clients, Jeff and Diane, who are in their 40s, came to First & Main Financial looking for help to insure they were on the right path to meeting their financial needs; especially as they st…

Piedmont, CA; East Bay: Customizing a Financial Plan for Specific Income Needs

Tue, November 5 2019 - 11:42 AM
Managing a sizable taxable account requires special expertise: This became clear when a recently divorced client, age 48, came to our firm seeking assistance with developing a plan to meet his annual living expenses (which included a new home purchase in the following 6-12 months) as well as his future retirement goals. As the divorce was finalized a cou…

Oakland, CA | East Bay; Financial Planning for High-Costs of Bay Area Living

Mon, October 21 2019 - 6:23 PM
A Good Plan Can Make all the Difference— Major life changes, such as moving to a new home or starting a new job can be overwhelming and very difficult to navigate, especially when moving to the Bay Area where the cost of living is high. Our clients, Chris and Jen, who are in their 50s, came to First and Main Financial looking for help to verify that they…

Oakland, CA | East Bay, Creating Additional Wealth Through Financial Planning

Mon, October 14 2019 - 10:02 AM
Tax-deferred growth makes a difference over time. A recent client came to us looking for a second opinion on her financial situation with a goal to retire in three years. She is 62 years old, single, with an older son who is on his own. She has done well preparing for retirement over the years and has been able to save approximately $1.5M between her cu…

Oakland, CA – East Bay, Piedmont | Using eMoney Financial Plans to Prepare for R…

Mon, October 7 2019 - 12:00 PM
What Will Your Retirement Be? Our clients, Jeff and Cheryl, needed to make decisions about when to take Social Security, when to use funds from their pensions, their 401(k)s and when to retire. These types of questions are quite common as many of us approach retirement and need to begin planning for the next stage of life. Jeff and Cheryl hired First a…

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