Since 1986, Grodin Financial & Insurance Services has specialized in personal, estate, and small business financial planning. Our process is specifically designed to maximize your wealth and help achieve financial security for you, your family, or your small business. Whether you are an individual, family, or small business, you need the personal financial engineering process to help you achieve your ideal financial plan to:
- Minimize financial risk as your wealth is created, managed, and distributed.
- Reduce or minimize your income taxes.
- Conserve and properly distribute your wealth.
- Plan for college funding, special needs, long term care, or disability.
- Assist with small business planning and insurance needs.
San Leandro, CA 94577