As an attorney, you may work with clients who need assistance with estate planning or other financial issues. Yerba Buena Financial Partners uses state of the art technology to analyze and present complex estate and charitable planning techniques. Our software employs multiple scenario planning with side-by-side graphical analysis to help your client understand your proposals and the ramifications thereof. But as a busy professional, you may not have the time or resources to provide the comprehensive guidance they need, particularly when it comes to issues related to wealth management. Yerba Buena Financial Partners can help. As advisors with more than 30 years of combined experienced in the financial industry, our professionals can work with you and your clients so that they are better able to take control of their financial life.
We can help your clients with a range of issues, including:
- Comprehensive financial planning
- Risk identification and management
- Business planning strategies
- Personal and business insurance consulting
- Alternative investments
- Access to capital lending resources
- Investment advisory services
- Qualified plan design
- Retirement counseling
- Estate, college and tax planning
Let’s meet in person to help you understand who we are, what we do and how we work with trusted professionals like you.
