9:00 AM to 6:00 PM

Monday to Friday

Executive Plan Design,

8355 Church St.
Gilroy, CA 95020

408-767-2572

9:00 AM to 6:00 PM

Monday to Friday

Executive Plan Design,

8355 Church St.
Gilroy, CA 95020

408-767-2572

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Services

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Tax and Related Issues

Tax-related planning is essential to preserve maximum retained in business and in retirement. We use custom strategies available in tax codes to better benefit clients. Read More.
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Estate Planning

We conduct free reviews of living trusts and wills to ensure your exact desires are addressed properly. Read More.
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Retirement Strategies

Maximize a balanced portfolio that matches your goals and risk tolerance.  Read More.
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Business Succession

A quality succession plan is crucial to a business’s long term success. Having a proper buy-sell agreement, periodic appraisals and adequate insurance coverage will  help eliminate potential pitfalls. Read More.
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Charitable Giving

Proper charitable planning strategies that combine financial vehicles can be an effective way to give more to charity while passing on more to loved ones.  Read More.
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Wealth Preservation

Reducing the size of your estate and investment risk is essential to preserving your accumulated wealth. Read More.

We have over 50 years of experience providing advanced tax, estate and retirement planning strategies to clients. Our clientele consist of business owners and executives as well as STRS and PERS retirees. In the changing economic and demographic dynamics coupled with complex and ever-changing tax laws, successful business people and retirees seek a cohesive group working together to deliver well-thought-out solutions to enhance wealth and retirement income.  Having worked with numerous clients and understanding their legitimate concerns, EPD delivers boutique solutions in addressing wealth enhancement, efficient wealth transfer, maximum retirement income plan and combining tax-efficient IRA and Pension roll-out for retirement income and/or generational transfer.

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