Browsing Cupertino, CA Businesses

We are a local, family-owned and -operated agency in the San Francisco Bay Area, fully licensed in the state of California, that maintains a limited number of clients. Unlike big agencies and corporate run services, our personalized focus starts and remains with you and your loved one. We never forget that our clients have placed an enormous amount of trust in us to take care of them in their own homes. That's why our values guide our business practices, each and every day.

Chunk is the debt paydown solution of the future. It integrates with your banking institutions and provides you with a detailed summary of your financial situation. Chunk offers you a variety of resources to help you pay down your debt as quickly as possible and with minimal interest costs. View various, customized debt payoff paths with a built-in paydown simulator. Access customizable, just-in-time SMS and/or e-mail notifications such as low account balance, credit spending threshold exceeded, large transactions, and more. Track your financial activity with beautiful charts and graphs that help you understand every facet of your finances from spending to assets, debt, and more.

COREDC® is built on modern web technology, based on the US retirement industry standards. It can work out-of-the-box as a stand-alone recordkeeping system or can be integrated with legacy recordkeeping systems and third-party plan administration applications.