I strive to help you build a sound financial future.

My mission is to help individuals and small business owners develop financial objectives and achieve those objectives through a variety of financial solutions and investment services that are designed to meet their present and future needs.

My goal is to educate and help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation so you can make informed decisions about issues that affect your financial well being.  Most importantly, I hope you see the value of working with a skilled professional to pursue your financial goals so you may achieve financial freedom.

I hope you find this site informative and useful.  Please contact me at 650-286-5849 or email at hscherf@financialguide.com if you would like more information about a particular financial product or service.