Overview
Money means different things to all of us. What colors our attitudes toward it, or what we want from it, is highly selective.
That’s why, at Investment House, LLC, located in the Willow Glen area of San Jose, we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like.
Once we complete the initial process of setting up your investments, it doesn’t end there. We’ll monitor the progress your money is making, and when we review your portfolio with you, we make sure your investments reflect your current life circumstances.
That’s why, at Investment House, LLC, located in the Willow Glen area of San Jose, we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like.
Once we complete the initial process of setting up your investments, it doesn’t end there. We’ll monitor the progress your money is making, and when we review your portfolio with you, we make sure your investments reflect your current life circumstances.
Members of our firm offer expertise in:
- Financial planning
- Investment strategies
- Portfolio management
- Asset allocation
- Life insurance
- Disability insurance
- Annuities
- Long-term care insurance
- Retirement planning
- 401(k) and pension rollovers
- Financial planning for career and job changes
- Inheritances
- Estate planning
- Tax planning and preparation
- Real estate brokerage
We have discovered throughout the years that many of our clients come to us because they have experienced a life event that changes their financial situation. These events are often some of the following:
- Starting a new job
- Leaving an old job
- Marriage
- Buying a home
- Selling a home
- A layoff
- Birth of a child
- Birth of a grandchild
- A death in the family
- Inheritance
- Disability
- A divorce
- An illness
- Retirement
At Investment House, LLC, we help clients navigate the questions and paperwork that may come with these events. Since very often one’s life gets pushed out of balance by these events, we have developed a program called the Pentagon of Values™ to assist clients in renewing their life balance during these challenging and sometimes stressful times. Please see our Pentagon of Values™ tab for more information on this program.