At Moorman and Company, personal financial planning is a process designed to allow our clients to gain control over their own financial affairs, to choose the best financial options available to them, to develop an action plan that they can follow to reach their financial goals.

We call this process the Road to Financial Freedom.

Our financial planning professionals are committed to designing individualized plans that are specifically tailored to accomplish your personal and financial goals. Our advice in this area is structured more in the form of imparting knowledge, so that you become the ultimate expert in your financial future.

----- Select Articles on Financial Planning ----- Financial Freedom for Unmarried Teach Financial Responsibility Loans Between Parents and Children The Life Insurance Maze The $100,000 Gift Loan What It's Worth What is the "Fed"? Personal Umbrella Policies The Squeeze Generation The Wealth Cycle Section 529 Plans –––––––– Additional Articles ––––––––

Moorman and Company, an accounting and personal financial management firm based in Palo Alto, serves the San Francisco Bay Area, Peninsula, and Silicon Valley from Hillsborough to Saratoga-Los Gatos, including Atherton, Menlo Park, Los Altos, Los Altos Hills, and Cupertino.