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Life Events

Take a look at our Life Events page. Northgate Advisors is a full service tax, accounting and business consulting firm located in Walnut Creek, CA.

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Getting married is one of the most important events in many people's lives. Within this section you will find several guides to help you acquire necessary financial intelligence and wisdom.

Financial Guides



Financial GuidesGetting Married (or Divorced): Some Financial Guidelines
Life Insurance: How Much and What Kind To Buy


Frequently Asked Questions



Frequently Asked QuestionsGetting Married: Frequently Asked Questions
Life Insurance: Frequently Asked Questions


Financial Calculators



Financial CalculatorsHow Much Am I Spending?


Strategies

Personal Financial Planning

You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

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Retirement Planning

Life insurance, as you know, provides valuable death benefit protection. What you need to understand is that life insurance provides an added value when used as a supplemental retirement tool.

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Estate Planning

For many, the phrase “Estate Planning” sounds as though it is something only the ultra-wealthy need to do. In truth, every family, no matter their net-worth, could benefit from an estate plan.

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Succession Planning

Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.

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