Employee Benefits & Retirement Plans

You make your money first, we help make your money last!

Our mission is to help individuals develop financial objectives, and achieve those goals through various products and investment services that are designed to meet their present and future needs. Our goal is to help our clients make informed decisions about issues that affect their financial well being, so they can achieve financial freedom. This starts with knowing that we are here to help you attain your goals and dreams and assist you through life’s uncertainties.

It takes careful preparation and the right portfolio to help you along the way. We do this in an informal, easy to understand and relaxed environment, that usually takes place over several meetings. We are dedicated to developing life-long relationships with all of our clients.

Contact information:

phone | (510) 648-2651
email | vivian@willnerassociates.com
web | www.donandvivian.com