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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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We've all heard the horror stories of overly trusting individuals being tricked into giving their money to less than savory characters. This guide section focuses on identifying scam artists and protecting yourself from them.

Financial Guides



Financial GuidesCon Artists: How To Spot and Stop Them
Fraudulent Charities: How To Protect Yourself


Frequently Asked Questions



Frequently Asked QuestionsAvoiding Scams: Frequently Asked Questions


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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