Income and Retirement Planning in the South Bay

What Do You Want To Accomplish?

What Do You Want To Accomplish is an intriguing question and it is where I start my meetings with my clients. Hi, I am Aldo Adriaan and since 1994, I have been assisting my clients in Silicon Valley/South Bay to achieve their Income and Retirement Planning goals. I have also helped them choose long-term care, life insurance, disability insurance, annuities, mutual funds, college savings, credit improvement, and debt elimination plans.

I conduct no cost, no obligation  Financial Reviews using your unique Financial Viewpoint,
and summarize my findings in a set of recommendations based on the Six Steps To Financial Security. You can read more about my company here.
 
Use the Fast Financial Checkup to quickly determine which areas of your financial life you should address. This document helps both you and I make best use of our time together. 
 
I have no minimum transaction requirements. I am interested in developing long-term relationships with my clients, so that when a financial counseling need arises, they call me.
 
Email me at aldo@sigmarep.com or call me at 408-205-0146 to schedule an appointment.
 
 
Disclosure: I have chosen to conduct insurance and securities transactions for California residents only. If you are from another state, do not use the information on this site.

 
Friday, January 27, 2012

Securities offered in California, Florida, and Nevada through Sigma Financial Corporation,  
a registered broker/dealer. Member FINRA & SIPC .
Life Insurance, Disability, and Long-term Care offered in California only.