Troy Okumura - Financial Advisor, Ameriprise Financial Services

Financial Planners, Financial Planning Consultants, Financial Services

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(408) 330-9220Call Visit WebsiteVisit Website Map & DirectionsDirections3945 Freedom Cir Ste 460Santa Clara, CA 95054 Write a ReviewWrite Review

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Mon - Fri:	8:00 am - 5:00 pm

Troy Okumura - Financial Advisor, Ameriprise Financial Services

Taxes

Charitable Giving
Taxes can make a large impact on what your beneficiaries receive, but there are a variety of ways to help reduce taxes and make sure you pass along assets as efficiently as possible, including the strategic use of personal trusts, beneficiary management and charitable giving and gifting. Another option is a capital transfer strategy, which allows the repositioning of certain taxable accounts â€” such as CDs and brokerage accounts â€” for a cash-value life insurance policy, which can provide tax-deferred growth and a guaranteed death benefit for your heirs.

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Places Near Santa Clara with Financial Planners

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San Jose (9 miles)
Cupertino (9 miles)
Mountain View (10 miles)
Campbell (11 miles)
Los Altos (13 miles)
Saratoga (14 miles)
Alta Mesa (14 miles)

More Info

More info available at FINRA's BrokerCheck website

General Info

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Santa Clara, CA area, Troy Okumura will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

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Troy Okumura - Financial Advisor, Ameriprise Financial Services, LLC

Other Links

https://www.ameripriseadvisors.com/Troy.Okumura/

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Categories

Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Securities

Other Information

Specialties: Wealth Preservation Strategies, Estate Planning Strategies, Tax Planning Strategies, Investment Management, Charitable Giving, Sustainable and Responsible Investing, Investments, Saving for Education, Insurance, Retirement Plan Distribution, Business Retirement Plans, Family Finances, Small Business, Retirement Income Strategies, Retirement Planning Strategies