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
How much money do you need to retire? It’s a simple question with a complicated answer. While you may have heard lump sums thrown around - $500,000 if you’re a single person, $1,000,000 for a couple – a much more accurate rule-of-thumb is: It depends.
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Financial planning: Nine key areas of focus
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