Contact Us
Ask Yourself
Red Flags
Definitions
FAQ's
Fee Schedule
Credentials
ADV Disclosure
Broker Check
FINRA
SIPC
401(k) OPTIMIZER

FUTURE LEGACY

21631 Stevens Creek Blvd.#C,
Cupertino, CA 95014
(See Map)

Tel:
(408) 446-3337

Fax:
(408) 446-1333

E-mail:
marika@futurelegacy.com
Circle of Financial Health >> Plan

Plan

PLANNING is the first phase of our financial planning process. Here we deal with family situations and your individual needs. Click on each of the buttons below to see some of the issues relating to that particular group.

Unless you live on a deserted island, you are likely to be surrounded by people having an interest in your financial health

Some of the issues that may come up during the planning phase:

  • Elder care, Wills, Inheritance, Medicare, Nursing, Estate planning.

  • Family trusts, Beneficiaries, Insurances, Educational funds,

  • Relative's participation in elder care or inheritances,

  • Jobs, Business, Health issues,

  • Retirement planning, Wealth creation, Savings, Depth management

  • Issues specific to your individual case.


Proper credentials, years of experience, competence, dedication, and total integrity are among the values we bring to the table when you enlist our services.

Marika will work in close cooperation with your Attorney and CPA for your benefit. She is a sought-after speaker by attorney groups regarding the financial aspects of their service.