Real Estate | Tax Planning & Insurance Services

Our value proposition at Future Wealth is to be your partner and solutions provider. To establish a network of services addressing all your financial needs at the highest level of proficiency. To provide all services by highly professional, experience advisors, who seamlessly interface with each other, in order to make your “one stop financial service” an efficient and pleasant experience. To meet your varying needs, we have partnered with professionals who offer Tax Planning, Insurance and Real Estate Services.

REAL ESTATE SERVICES

With over 14 years of experience, Steve Andre has consistently ranked among the top Realtors in California. He was born and raised in the Bay Area and knows the market inside and out: neighborhoods, schools, values, housing trends, rental markets and more. His hard work, extensive knowledge and genuine passion for real estate have created a loyal referral base, respect within the real estate community, and powerful results for his clients. Steve’s services include:

When selling: property preparation, marketing, visibility

When buying: education, perspective, negotiation

When Investing: strategizing, identifying, analyzing

Steve’s clients value his service, knowledge, communication, attention to detail, and results.

Email: [email protected]
Phone: (510) 552-5572

Insurance Services

Freddy Musa knows a thing or two because he’s seen a thing or two! After helping those in both the Santa Rosa and Paradise fires put their lives back together, for Freddy it is more than just a concept. Freddy strives to ensure that the local community has all the protection that they want at a true value. By taking the time to review each individual’s specific needs and tailor a coverage plan that meets those needs. Having grown up in the Bay Area he has a unique insight into the region and its people. Freddy is with Farmers Insurance and is currently focusing on personalized insurance products for both Residential and Commercial Markets. Freddy’s services include:

Life Insurance
Business Insurance
Renters Insurance
Auto Insurance
Home Insurance
Recreational Insurance
Mororcycle Insurance
Umbrella Insurance

Email: [email protected]
Phone: (408) 215-2000

Tax Planning

Joli Chu, the founder of Truly Financial Group is committed to serving her clients’ needs, whether it is income tax, estate and retirement planning, trust administration and accounting, or assisting small businesses and start-ups with the unique challenges they face. Understanding a client’s financial situation in both personal and business is key to recognizing potential tax-saving and planning opportunities. Contact Joli to discuss how she can assist you.

Professional services include: