Be financially prepared for all life’s twists and turns.

Preparing for the expected (and sometimes unexpected) circumstances life puts in front of us has its challenges. The financial aspects of many important life events can be difficult to navigate. Major life events are important times where you might want to contact a financial advisor to work out important choices for your future.

At Valley Oak Wealth Management, we consider you part of our extended family and are always there for you when your family goes through changes that could impact your financial future.

Please give us a call, and we would be happy to discuss your financial options. Call us at (415) 898-4439 or email us at info@valleyoakwm.com.

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From the Life Planning Blog

Tax changes you need to know for 2018

The first major American tax overhaul since 1986 has arrived. What does it mean to you and how does it affect your planning for retirement?


Dealing with Divorce

With so many emotions involved in the dissolution of a marriage, you will probably want to make the financial aspects of your divorce proceed as smoothly as possible. Here are five tips to consider as you start the divorce process.


Planning a vacation on a budget

Whether you’re trying to do several small trips in a year, or you are planning on one luxurious vacation, you will always want to get the most out of your money.