Atherton Financial Group Inc. is committed to helping you achieve financial independence through our own exclusive financial planning process,
the R & R program: Relax, Retire - We do the rest.
7 Reasons we're in business
- Income Tax Reduction
- Tax Loss Redirection
- Estate Tax Elimination
- Capital Preservation (Life Insurance)
- Yield Enhancement (Par Insurance)
- Intergenerational Wealth Transfer
- Philanthropic Magnification
If we can help you with any of the above, we need to talk.
News and publications
Whether you give time, money or skills, using a strategy will make it count
Charitable giving is good for you and good for your community – but can strategic charitable giving also be good for your financial plan? Whether your motivation is spiritual, personal or altruistic, you can make a greater impact by incorporating strategic giving into your budget and financial plan. Strategic giving means careful selection of a charity, then planning how you’ll make your contribution.
Managing your money can be difficult, particularly when you’re young. These articles can help you establish useful saving strategies.
The big picture
On March 19, 2019, the federal government tabled its budget, entitled Investing in the Middle Class. The big themes in this pre-election budget were making home ownership more affordable and investments in skills training. There were also a number of tax-related and other items that may be of interest to financial advisors and their clients. Selected items are noted below.
Market swings can be unnerving when it comes to your money. And when you’re worried, you want to take action. Instead of being worried, the best course of action is to be prepared.
These days, there are many different types of insurance designed to protect one of your biggest assets: Yourself. There’s life insurance, health insurance, long-term care insurance—some celebrities even protect specific parts of their body against the possibility of injury.