BRsquared is a fiduciary financial advisory firm located in the San Francisco bay area. Most of our clients work in the Technology sector, and their goals include retirement planning, investment planning, planning for their children’s college education, tax optimization, and estate planning. Our process starts with helping our clients establish and prioritize defined and realistic financial goals, which is followed by analyzing and evaluating their current financial situation and subsequently presenting clear and specific recommendations to help them achieve their goals (Click here to understand the financial planning process). Working with our clients on their financial plan gives us a clear understanding of their long term and short term goals, risk tolerance, time horizons, liquidity constraints, and their values and attitude towards investing. Based on this knowledge, we design tax efficient, custom portfolios for our clients with the optimum asset allocation and investment vehicles best suited for their specific case. The investment portfolios are periodically monitored and updated to reflect changes in the client’s financial situation or changes in the expected economic, social, political, legal and tax conditions. We establish long-term relationships with our clients and partner with them every step of the way to help them achieve their financial goals.