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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 >> You

You

You are at the center of your financial plan and its primary purpose
is to serve your own interest. Depending on which stage you are in your life, we concentrate on the appropriate issues:

  • If you are just starting out, the issues you may be interested in could be:

    • Investing with the goal of asset building

    • Debt management - credit building

    • Purchasing a home


  • If you are in your prime, your concerns may be:

    • Family security, children's education

    • Employment issues, Small business

    • Retirement planning, Asset management


  • If you are a senior, you may worry about things we described on the "Retirement & Senior Issues" page

Regardless of your age, you have your own needs, goals, and expectations that are different from everybody else's – and they should be examined individually.

We discuss those issues in realistic terms and design your plan accordingly

We always keep an open line of communication with you, and ask you to contact us every time there is a change in your life that could affect your Financial Plan – and we will do the same.