Cathleen Petersen, Enrolled Agent
We help you live comfortably today and protect your legacy for the future.
We use special knowledge and skills to help high-net-worth clients pursue goals and objectives related to the accumulation, protection and distribution of wealth. We will also help with personalized portfolio management advice, tailored to your needs, backed by a range of carefully selected, high-quality products.
We help you optimize your tax exposure through expert tax planning and up-to-date awareness of the latest tax laws. We offer tax return preparation for individuals, corporations, partnerships, estates and trusts.
We can help provide insight about how to fund your retirement, purchase a quality education, develop realistic investment plans, and protect current and future assets
We help you find the answers with caring, customized, fee-only financial advice that puts you in control and enables you to live the life you want to live.
14583 Big Basin Way
Saratoga, CA 95070
+1 408 741 1412