Financial Advisors Located in Marin County
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 located in Marin County, 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 our 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 information 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 respond 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, focuses on excellent customer service through constant client contact. Our clients have made us what we are today-successful.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Second marriages are a trigger event to revisit any existing estate strategies.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Estimate how much you have the potential to earn during your working years.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
If you died, what would happen to your email archives, social profiles and online accounts?
Taking your Social Security benefits at the right time may help maximize your benefit.
There are hundreds of ETFs available. Should you invest in them?
You’ve made investments your whole life. Work with us to help make the most of them.
When you retire, how will you treat your next chapter?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?