Online Services

How Can We Help You Today?
We understand the power of a plan.

Our comprehensive services include wealth management, retirement planning, tax planning, estate planning and financial planning. Wherever you are in life, we are here to help you every step of the way.
​
The Intelligent Choice Financial Insurance Group​ offers a broad suite of products and services, including:
RISK MANAGEMENT*
  • Life insurance (term*, universal life*, variable universal life, fixed)*
  • Corporate buy/sell and key person insurance*
  • Long-term care*

MULTI-GENERATIONAL FAMILY WEALTH PLANNING
  • Legacy planning
  • Estate conservation
​
​RETIREMENT STRATEGIES
  • Income planning
  • Social security
  • Roth IRAs
  • Traditional and rollover IRAs
  • 401(k) plans, profit sharing plans and other types of company plans
FINANCIAL PLANNING
  • Retirement planning
  • Education planning
  • Legacy planning
​
BUSINESS SERVICES
  • Retirement plans
  • Executive services (10b5-1 and stock option plans)*
  • Key person insurance*
  • Captive insurance company asset management*
  • 401(k) plans, profit sharing plans and other types of company plans
​
MULTI-GENERATIONAL FAMILY WEALTH PLANNING
  • Legacy planning
  • Estate conservation
*These products and services are not offered by MACC or MAFM.
(510) 772-0036​​
4695 Chabot Dr, Suite 200
Pleasanton, CA 94588​
Click Here to Email Us