Your Financial Future
Do you feel confident about your future? The economic environment today presents many challenges. We believe that with these challenges also come opportunities, as well as potential rewards, for those who successfully navigate the complex world of personal finance.
The team at Sonoma County Wealth Advisors is dedicated to helping secure your lifelong financial well-being. Whether you are looking to better understand investments, manage risk, pay for college or plan for your own retirement- we are here to help you with your most pressing money questions. When you are comfortable that your financial world is in order, you will be free to fully enjoy life on your terms.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about investment concepts or products. We’ll get back to you promptly with a thoughtful answer.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
What does the Tax Reform and Jobs Act mean for you?
Even if you’re young and single, you should still consider protecting yourself.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
A few strategies that may help you prepare for the cost of higher education.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
It may help your business be better prepared in the event of the death of a principal or key employee.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Estate conservation is too important to put off. Do you have a smart exit strategy?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Learn how to harness the power of compound interest for your investments.
$1 million in a diversified portfolio could help finance part of your retirement.
With alternative investments, it’s critical to sort through the complexity.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?