About Us

Our Philosophy

Retirement SignWorking with our clients over the years has reinforced our commitment to quality and service. Because our profession is a new one, we feel it is important that you have a chance to get to know us and how we work. At our first meeting you will learn about our concerns regarding eliminating debt, building wealth, taxes, inflation, saving, investing, and then:

● Let you know whether we can help you

● Estimate how long it will take

● There will be no sales pressure of any kind!

● The only question you have to ask yourself is this: If you could do better would you want to?

Our Biography

Steve BlumenthalS. Michael Blumenthal – CFS, CBA, LUTCF, has been helping clients with their financial, tax, estate and insurance planning concerns for the past 40 years. As an international and domestic asset management and planning consultant, he helps his clients to preserve and protect personal and business assets from legal attacks, and the devaluation of the dollar. Mr. Blumenthal was selected for inclusion in the 1995-1996 and 1999-2000 Editions of Who’s Who In Executives and Professionals. He is a graduate of San Jose State University and has been in the Monterey Peninsula area since 1958.


Linda BlumenthalLinda G. Blumenthal is a retired Salinas High School District English teacher.  She is a graduate of San Jose State University with a Masters degree in English Literature. Linda has been editing books since she retired and has a business called PICKY EDITING.  She is a licensed insurance professional with an expertise in educational financial planning. California License Number 0774748 We invite you to contact our office and arrange a no obligation introductory meeting..


We invite you to contact our office and arrange a no obligation introductory meeting..