5706 Cahalan Ave #23891 San Jose, CA 95123-9998

Personal Services

Because the right strategy makes a big difference.

Schedule a meeting

Interests:

Everyone has a unique situation, our Financial Architects builds plans tailored for your life.

Managing your finances can be a daunting task, but even tougher is being able to put money aside for the future.  We help solve these problems by understanding you and the financial solutions you can benefit the most from.  We look at all your phases of life and we give you the best guidance based on your goals.

What we do:

  • Explore
  • Education
  • Empowerment
  • Enhance

Exploring You

The way to help you is to understand you.  This means looking at your financial history, your current status and what you look to accomplish in the future.  By knowing you we can give you the best strategy to accomplish your goals.

Education

As a partner, we don’t just throw our plan over a wall and expect you to be able to know what to do.  We take our time to educate you every step of the way.  If you understand out strategy for you, your most likely going to trust our information and be able to make better decisions.

Empowerment

Financial Empowerment is our ability to give you the financial tools and financial solutions to plug into the plan we helped you create to reach your goals.  We live by our partnership model that allows our clients to grow their knowledge and succeed.

Enhancing Your Life

We believe a big part of working with a partner, like us, is our ability to put you in a position where you can get the most out of your life and financial assets.  We can do a lot for you.

A way to achieve your financial goals tailored to your life.

Who do we help:

Individuals

Maybe you are looking to pay your way through college, looking to sell your home or planning your retirement, staying on top of your finances is difficult.  Let us guide you to our innovative financial solutions

Families

Planning a family can be complex and stressful financially, but with  our experts, you can feel confident in taking that next step. Making sure that your family is taken care of after you are gone, is important to you and for us. Talk to us, we can help you get financially stable for your family’s future.

Investors

Are you trying to find some stability to complement your stock market portfolio?  We can help you get a strategy that utilizes financial assets that have a steady growth and liquidity in case you need cash fast.

Union Workers

Is your pension going to cover everything you will need during retirement?  If you are unsure about this question, it is time to call us.  We can make sure that you are fully prepared and covered for life after employment.

First Responders

Risk is part of your job, so it is important you plan for the worse possible situations in life.  We can help you make sure your and your family are taken care in the event of tragedy.

Let's work together to achieve more...

Liquid Equity Partners knows that with an ambitious goal and everyone moving in the same direction the impossible is possible.  We partner with clients, like you, to give you a great  plan to maximize your financial situation. Let us help you on your journey.