Advisory & Investments

over 30 years experience

Since no two individuals are alike, neither should any two portfolios be alike.

or call 510.653.8968

What We Offer

OUR SERVICES

money (3)

Portfolio Management​

Management of your investments and assets across your portfolio. We help manage and monitor your portfolio for security and diversity.

business-and-finance

Financial Guidance​

Planning and guidance for your complete asset portfolio managed by In Touch or managed by other firms.

retirement

Retirement

Retirement is another beginning, and our team is ready to assist with your planning starting day one. 

What We Offer

OUR SERVICES

ITFS has specialists who can help you plan to preserve your wealth for future generations. We help you navigate potential estate tax strategies, help you develop an estate plan, and consult with you on wealth transfer techniques. Research demonstrates the importance of empowering your heirs so your wealth can successfully transition someday. Through our program, we’ll help you with preparing family members, getting investment knowledge, and creating a wealth plan. Contact Us

Implementing a budget for yourself and your family is a difficult process for most people. Managing and maximizing your personal cash flow is essential for obtaining your financial goals. At ITFS, we objectively measure your budget’s success by projecting revenue, expenses, and the resulting profitability goals. Contact Us

Not only can we help you secure a life insurance policy for your needs, but if you are currently insured, we offer a free service of analyzing that policy as it pertains to your full financial picture. There are many aspects of life insurance that can leave policy-holders confused. ITFS professionals are more than happy to help you understand your
policy better. Contact Us

College planning experts at ITFS help you create a personalized college funding plan for the student you’re preparing for. We work jointly with families to help them increase their college financial aid and minimize college loans for the student. Contact Us

ITFS has a comprehensive team of agents who
give a holistic experience to clients when buying or selling real estate. Using our mortgage
lending office and our Financial Advisors, we make sure you meet lending requirements and are
financially sound respectively. Learn more about our services.

  • PORTFOLIO MANAGEMENT​​

  • FINANCIAL PLANNING & GUIDANCE​​

  • BUDGET ANALYSIS & PLANNING​

  • LIFE INSURANCE & ANALYSIS​

  • COLLEGE PLANNING​ ASSISTANCE

  • HOME PURCHASE PLANNING​ ASSISTANCE

  • OTHER RETIREMENT PLANNING​

Meet Our

Advisors

Our team has the critical experience needed to assist managing and advising our client portfolios.

In Touch Team

Who We Are

About Us

OUr Team

Our Philosophy

Our Companies

Careers

Satisfied Clients

"Investment Testimonial. "
Happy Customer
Big City, CA

Our Company

Our Success

Since 0
using our experience to help our clients
$ 1000000
Million in Assets Under Management
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