Have a family? Planning to have a family? Are you financially prepared?

Have a family? Planning to have a family?
Are you financially prepared?

Have you re-visited your financial portfolio since your children have made their way into your lives? Do you need help planning for your future?
How about your child's future?
Feel torn between major goals like education, retirement and home purchase...?
Feeling lost in between financial jargon and conflicting advise...?
We are here to help and answer your questions.

Founder of Shield Wealth Management, Bugra Bakan CFP(R), MBA has over a decade of experience in the financial services industry. His goal is to help families find financial stability so they can focus on the things that are most important to them. www.shieldwealthmanagement.com

Phone: 
415-246-5161

Location

Mill Valley Rec Center, Forest Room
180 Camino Alto
Mill Valley, CA 94941