Atherton Financial Group Inc. is committed to helping you achieve financial independence through our own exclusive financial planning process,
the R & R program: Relax, Retire - We do the rest.
7 Reasons we're in business
- Income Tax Reduction
- Tax Loss Redirection
- Estate Tax Elimination
- Capital Preservation (Life Insurance)
- Yield Enhancement (Par Insurance)
- Intergenerational Wealth Transfer
- Philanthropic Magnification
If we can help you with any of the above, we need to talk.
News
As the year draws to a close, we want to take a moment to sincerely thank you for the trust you’ve placed in us. It has been a pleasure working with you and supporting your financial journey throughout the year
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Planning for Holiday Expenses and Setting Goals for the New Year
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