Alders Financial Solutions

(415) 892-7766

Global and International Funds The Business Cycle The Cycle of Investing

Marin County Financial Advisor

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—Alders Financial Solutions, your Marin County Financial Advisor, can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. We assist our clients in asset allocation strategies, financial and retirement planning goals, wealth management, stocks, bonds, mutual funds, life, and disability insurances analysis.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send Louis F. Batmale a note regarding any questions you may have about any particular investment concepts or products. He or one of the staff will get back to you quickly with a thoughtful answer.

Alders Financial Solutions located in Marin County, California with Louis F. Batmale, as Owner,  Financial Advisor and Principal, focus on excellent customer service through constant client contacts. Our clients have made us what we are today-successful.

Helpful Content

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

 

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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