Our goal is to help you gain a strong understanding of your estate, what concerns potentially face you, and help determine what solutions you have available to fix and/or prevent problems in the future. Find out more about what we can do for you...
Meet the staff that makes this possible. Our dedication is predicated on our drive to serve and support your interests: to develop financial freedom. Learn about our mission and drive to help free you from worries about your future estate...

Kick It Up a Notch

Saving and investing is like losing weight. Its not rocket science and everyone knows that they need to lay off the doughnuts and get on their bike. Most people don’t stick with it just because their motivation is just not there. The key insight is this. Anything based solely on denying yourself is doomed to failure. You need to reframe each decision: then ask yourself which choice will take me in the direction of the end destination? It helps if you can re-program your mind to give you that serotonin hit each time you make a smart decision.


Shoot us an email so we can make time to hear about your needs and desires. We Promise: No high pressure sales and no stuffy shirt telling you what is best without putting you and yours first!

Freedom Insurance Solutions, Inc, Insurance Services, Santa Clara, CA
Advisory services offered through Qualified Planning (CRD No. 152546) a registered investment adviser.
Financial planning and investment management services are offered through IRA Solutions, Inc. d.b.a. Qualified Planning (“Qualified Planning”). Qualified Planning is a California-based investment adviser registered with the California Department of Business Oversight; however, such registration does not imply a certain level of skill or training. A copy of the Firm’s brochure may be obtained by contacting Qualified Planning at (619) 309-4700 or Additional information about Qualified Planning is also available on the SEC’s website at