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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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Here are a few guides for other situations that might arise which require some basic knowledge to be able to handle appropriately.

Financial Guides



Financial GuidesSaving Money: 10 Major Ways To Increase Your Nest Egg
Recordkeeping Guide: How Long You Should Retain Your Records
Document Locator System: A Handy Aid For Keeping Track of Your Records


Frequently Asked Questions



Frequently Asked QuestionsOther Situations: Frequently Asked Questions


Financial Calculators



Financial CalculatorsBecoming A Millionaire


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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