What We Do
Financial Planning
Now is the time to take the steps to build the life you want. No matter what stage of life you are in, it all starts around building a financial plan. Building your financial security empowers you to live the way you want and gives you confidence to enjoy your life. If you are new to financial planning and want to learn more, interested in taking action to build your financial plan or an investor looking to get help in managing your accounts, Gerber Kawasaki offers solutions for all of your financial planning needs.
Gerber Kawasaki has two financial planning programs:
Wealth Building Plan
focuses on teaching younger clients, Generation X and Y, the different methods to accumulate savings and invest correctly. We build and implement a personalized financial plan to help you pursue your life goals.
- Complete Financial Overview
- Budgeting and Debt Analysis
- Goals and Risk Assessment
- Retirement, College and Home Savings Plans
- Insurance, Wills and Trusts
Wealth Management Plan
focuses on established individuals and families seeking custom portfolio management services, comprehensive financial planning, retirement income planning, family insurance protection and estate planning. Portfolio management services require a minimum account size of $250,000.
- Comprehensive Financial Planning
- Lifestyle Budgeting and Goal Assessment
- Investment Portfolio Review and Management
- Retirement Income Planning
- Insurance and Estate Planning
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