What We Offer You
We are not your CPA. But we review your full financial picture, hoping to suggest new strategies to them which might help you reduce your tax bill.
We are easy to reach & quick to respond. If needed, we can rapidly connect you with trusted specialists & coordinate any action required. We also offer secure storage of all your important documents.
Wealth protection safeguards what you’ve spent decades building. It goes beyond investments. We help identify risks, use trusted specialists and will coordinate any required action.
Our planning process is simple. We listen, analyze your documents, build a clear plan & typically meet every 90 days to review progress, as your life & markets change.
Enrolling in Medicare late can be costly. We coordinate with a licensed insurance professional to help you review your options & understand the timing rules.
Education costs rise quickly, but smart planning creates options. We align savings and tax strategies with your goals so future learning is funded with confidence.
The Kitchen Table Guide
A free guide with 12 talks about money, wishes and the people you love, plus a worksheet for each. Built for every kind of family, chosen family included.
What Clients Say
“Simon Hobbs is exceptionally responsive. I can ask anything and not be treated as if I am stupid. But most important, Simon LISTENS to me!”
Real Estate Agent, Age 64 · Palm Springs · 06/26/2025
Each statement under ‘What Clients Say’ is a testimonial by a client of the financial professional, on dates shown in each case. The client has not been paid nor received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Talk With Simon · simon@calfp.com
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