How does marriage or divorce impact your financial plans?

While marriage or divorce produces a significant emotional impact on your life, it can also produce a significant impact on your retirement or investment plans.

These two 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 can help you set up an appointment to discuss your financial options. Call us at (415) 898-4439 or email us at