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Financial Independence Planning

Planning and preparing for being financially independent at retirement age is a significant challenge today. A steady flow of modern medical advancements means that people are living much longer, with life expectancies for many extending well into our 90s. While living longer is good news, this expanded time horizon requires us to accumulate more assets than most of us ever anticipated in order to provide financial freedom later in life when we cannot work.

Mosher & Ellis helps clients make grounded assessments about their situation and the financial consequences that their actions will produce. If it is determined that a client is going to produce an unsatisfactory financial future, Mosher & Ellis will help design a strategic plan that opens new possibilities for success.

Financial Planning and Investment Management for Professionals
"Creating Prosperity by Design"

Contact Us

Mosher & Ellis
3658 Mt. Diablo Blvd
Suite 210
Lafayette, CA 94549
Phone: (925) 284-9470
Fax: (925) 284-9492