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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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When tragedy strikes the last thing anyone wants to be bothered with are financial obligations surrounding the event. Let us share this burden with you, here are some guides to get you started.

Financial Guides



Financial GuidesDeath of a Spouse: Financial Steps You Should Take
Funerals: What To Do At This Stressful Time
Postmortem Letter: How To Prepare It and What To Include


Frequently Asked Questions



Frequently Asked QuestionsDeath of a Loved One: 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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