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Financial Connections Group

21 Tamal Vista Blvd
Corte Madera, CA 94925 415-924-1091

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Extremely responsive and helpful staff. - Sep 26, 2022

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Charles Schwab

1704 Redwood Hwy
Corte Madera, CA 94925 415-945-6464

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helpful and polite - Aug 28, 2023

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Mariner Wealth Advisors

145 E Prospect Ave #217
Danville, CA 94526 415-927-1818

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Note: The name Polaris was changed to Authent Advisors. I wrote my review... - Sep 20, 2018

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N C Financial Group

233 Tamalpais Dr #B
Corte Madera, CA 94925 415-480-3669

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They go above & beyond... - Sep 20, 2017

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Mariner Wealth Advisors

300 Tamal Plz #175
Corte Madera, CA 94925 415-927-0722

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We've been with them about 12 years. It has been profitable. - Apr 28, 2021

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.