to Engineering Services
PROVIDE OBJECTIVE ADVICE to help you manage your financial affairs.
CAN HELP YOU
with your income, gift and estate tax obligations.
INVESTMENT PHILOSOPHY is grounded on the principles of Simplicity,
Diversification, Cost Control and Tax Awareness.
ARE PAID DIRECTLY
by our customers. View our special introductory interview and
- Financial Security by Design is registered as an investment
advisor in the State of California.
We do not do business in other states unless there is a de minimis rule
or other exemption.
need to know about education,
experience and fees before entering into an advisory contract.
respect your privacy. No
information is gathered about visitors to this site and we know that you
would be furious if we sold your information or disposed of your
information in a careless manner.
Your anger would be justified.
We pledge to keep your information confidential with the limited
exceptions described in the advisory contract.
postings on this site are of an educational nature and should not be
misconstrued as recommendations.
Indeed, it would be foolhardy to act upon any idea herein without
first confirming that the analysis is complete, consistent with current
law and appropriate to your personal circumstances.