Family is Our Foundation

Linda and I have been married since August 16th, 1980. We have 3 grown children; Gerardo G. Macias, Monica N. Delgado, and Laura M. Yamasaki. Each of them have children of their own. Lorali Macias, Leilana Y. Delgado, Amelia M. Yamasaki, Norah E. Yamasaki, and Mikaela J. Delgado.

We have been very blessed to have all of our children become college graduates and have seen the benefits of their education in their respective careers.

Addressing the issue of college funding has assisted us in being able to see our children fulfill their educational goals. Planning ahead to allow for assets to compound over time has been key.

Having been thru the various transitions of our children's lives has allowed Linda and I to see the different areas of planning needed to help with our financial goals.

I have also been fortunate in assisting my parent's retirement income goals and seeing firsthand the needed expertise for our senior clientele in working in managing costs for extended periods of care.