planning spotlight
Tapping Into Retirement Accounts Earlier Than Anticipated The economic downturn and persistent high unemployment have led to an alarming, though perhaps inevitable, rise of people tapping into retirement funds before intended. During the second quarter, 62,000 of the 11 million workers using 401(k) plans provided through Fidelity began the process of taking out a hardship withdrawal, up from 45,000 during the first quarter...contact information
Newark Office (mailing address)
39899 Balentine Drive
Suite 315
Newark, CA 94560
Suite 315
Newark, CA 94560
San Ramon Office
2010 Crow Canyon Place
Suite 100
San Ramon, CA 94583
Phone: 510 651 7054
E-mail: info@financialperspectives.biz
Technological advances have effectively removed the distance between us and clients. It allows us to successfully serve individuals and businesses through the greater bay area and surrounding regions. For those who desire face to face meetings, we are within a 30-minute drive from the following Bay Area cities:
Alameda, Alamo, Albany, Antioch, Benicia, Berkeley, Campbell, Castro Valley, Concord, Cupertino, Danville, Diablo, Dublin, El Cerrito, Emeryville, Fremont, Hayward, Lafayette, Livermore, Los Altos, Los Gatos, Menlo Park, Milpitas, Moraga, Mountain View, Oakland, Orinda, Palo Alto, Piedmont, Pittsburg, Pleasant Hill, Pleasanton, San Jose, San Mateo, San Leandro, San Lorenzo, San Ramon, Santa Clara, Saratoga, Stanford, Stockton, Sunnyvale, Sunol, Tracy, Union City, and Walnut Creek.