There’s no better time to simplify your life and obtain the sense of comfort of knowing your family’s well being is secure! We will help you:

• Assess your current financial situation


• Establish realistic, reachable goals


• Create a personalized Comprehensive Financial Plan, including Cash Flow Analysis, Risk Analysis, plus Retirement, Investment, Estate and College Planning


• Construct a portfolio that maximizes your returns


• Accumulate and preserve wealth


• Minimize taxes during distribution and transfer of assets


• Includes one year of services

Especially Critical Issues  for  Same Sex Couples and Single Parents  Will be Addressed!

Compliments of:

Dennis Nix

Financial Advisor

Insurance Representative of Massachusetts Mutual Life Insurance Company and affiliates Springfield, MA 01111-0001. Registered Representative of and securities products, investment advisory and financial advisory services offered through MML Investors Services, LLC., a MassMutual subsidiary. iSupervisory Office: 2121 N. California Boulevard, Suite 395, Walnut Creek, CA 94596, (925) 979-2320.  San Francisco Bay Area Agency, LLC, Robert B. Fakhimi, CLU, ChFC, CFP®, General Agent.