Financial Planning for Retirees

Dave Samuels​

The president of Corinthian Wealth Management has been offering his clients unbiased investment advice and analysis, based on the experience and knowledge gained through his 20-plus years in the financial services industry. ​​

Reverse Mortgages

Greg Hacker ​(NMLS#: 545773)

A Certified Senior Advisor and Home Equity Retirement Specialist that has been specializing exclusively in providing the HUD/FHA Home Equity Conversion Mortgage to senior homeowners to help them enjoy a more secure retirement and continue to be able to Age in Place.

Taxes

Diane Lewandowski​
CPA, Diane advises individuals and companies in the areas of tax, business and estate planning. Trust and Estate Taxation Capital Gains Taxes Gift, Income and Property Taxes Taxes and Accounting.

Estate Planning and Legal Issues

David J. Lee​

An associate attorney at Sweeney, Mason, Wilson & Bosomworth, a Professional Law Corporation in Los Gatos. David received his J.D. from Santa Clara University School of Law in 2010 after graduating from the University of California, Los Angeles with a B.A. in Political Science and Economics.

Real Estate 101

Brian Schwatka​

A Realtor with Intero Real Estate Services in Los Gatos, California since 2004. He is a Seniors Real Estate Specialist as well as a Certified Seniors Advisor specializing in downsizing, preparing, and selling homes for baby boomers and transitioning seniors.

Downsizing and Relocating

Cindy Hofen​
Founded Managing Moves & More in 2009 after helping her mother-in-law downsize and move. She realized that helping people through this stressful process was her calling and that there was an enormous need for the services she provided. Over the past four years, the company has continued to grow and impress its customers.

Home Safety Services

Home Safety Services is focused exclusively on making the home a safer place in the most practical manner possible. SAFETY IS ALL THEY DO. Their focus on safety along with their systematic approach allows them to be extremely efficient. As such, they are typically able to both ASSESS AND ADDRESS their clients issues IN A SINGLE VISIT. Their technicians are expert at both safety CONSULTATIONS as well as PROFESSIONAL INSTALLATIONS.