Roof Eidam & Maycock Associates
Business Financing in San Francisco, CA
Roof, Eidam & Maycock is a knowledgeable and skilled financial planning and asset management company. We seek to preserve and build our personal, corporate and institutional customers' financial independence and prosperity through an alliance of comprehensive financial planning and disciplined portfolio management. We strive to unsurpassed levels of customer service and the highest levels of professional ethics and integrity, keeping our customers' interests foremost at all times.
Contact Details
From Website
Roof Eidam & Maycock Associates
read moreWhether you're seeking a greater sense of financial security or simply more time to focus on family, friends, career or business, life planning can help you live a better and more productive life on your terms. At Roof Eidam & Maycock LLC, we know that the goals and dreams that matter most to you and your family are inextricably tied to your financial well-being and security. Ensuring you have access to the best healthcare, funding for a child's education or the means to live out your retirement dreams all have financial implications that require careful planning.
What to Expect
read moreA successful financial plan must integrate financial decisions and strategies across all facets of your life. That's why we create a customized plan for every client to address their unique goals. Protecting your home, your health, your family and the assets you own is a critical part of life planning. We help you manage risk by determining the appropriate amount of insurance coverage in a variety of areas, including property and casualty, health, disability income, long-term care and life insurance.
Our process
read moreWe begin by identifying your broad life goals—or the key factors that make you happy. Then we work to develop a strategy that will help you pursue these interests. Our process focuses on helping clients live better and more productive lives. That's why we work with you to develop the financial strategies that will help you realize your aspirations through our unique "life planning" process.